J.P. Morgan Asset Management
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1935 Subsidiaries: JPMorgan Asset Management International Limited, Parent organization: JPMorgan Chase
J.P. Morgan Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Asset Management Employees
Employee
Years
Job
Industry
Juliette Garay Juliette Garay's J.P. Morgan Asset Management Experience June 2015 - August 2015
Job Teaching Assistant at Brown University Economics Department
Industry Financial Services
Experience
Brown University Economics Department August 2015 - Present
Brown University September 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Brown University School of Engineering September 2013 - December 2014
Merrill Lynch June 2014 - August 2014
Tyson & Mendes July 2013 - August 2013
OliverMcMillan June 2013 - August 2013
OliverMcMillan June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Photoshop, Nonprofits, Data Analysis, Event Planning, Leadership, Marketing
Education
Brown University 2012 — 2016
Business, Entrepreneurship, and Organizations; Business Economics Track, Junior
La Jolla High School 2008 — 2012
High School
Brown University Economics Department August 2015 - Present
Brown University September 2012 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Brown University School of Engineering September 2013 - December 2014
Merrill Lynch June 2014 - August 2014
Tyson & Mendes July 2013 - August 2013
OliverMcMillan June 2013 - August 2013
OliverMcMillan June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Photoshop, Nonprofits, Data Analysis, Event Planning, Leadership, Marketing
Education
Brown University 2012 — 2016
Business, Entrepreneurship, and Organizations; Business Economics Track, Junior
La Jolla High School 2008 — 2012
High School
Deirdre Whitehead Deirdre Whitehead's J.P. Morgan Asset Management Experience March 2015 - Present
Job Compliance Officer at J.P. Morgan Asset Management
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management March 2015 - Present
EY September 2014 - March 2015
Freeport-McMoRan Incorporated May 2014 - August 2014
Make-A-Wish America January 2014 - May 2014
Arizona Trucking Association March 2011 - July 2012
Estrella Mountain Community College 2010 - 2011
Skills
Critical Thinking, Research, Microsoft Office, Quantitative Research, Team Leadership, Database Design, Team Building, Leadership, Databases, Data Management, Interpersonal..., Microsoft SQL Server, SDLC, Management, Microsoft Excel, Qualitative Research, Documentations, Public Speaking, Analysis, Project Management, Team Management, Business Process..., Report Writing, Teaching, Information Technology, PowerPoint, Visio, CSS, Customer Service, Consulting, Visual Studio, HTML5, Budget Process, Microsoft Visual Studio..., HTML 5, CSS3, JavaScript, SQL, Sarbanes-Oxley Act, Documentation
Education
Arizona State University 2012 — 2014
Bachelor's Degree, Computer Information Systems
Estrella Mountain Community College
Estrella Mountain Community College
J.P. Morgan Asset Management March 2015 - Present
EY September 2014 - March 2015
Freeport-McMoRan Incorporated May 2014 - August 2014
Make-A-Wish America January 2014 - May 2014
Arizona Trucking Association March 2011 - July 2012
Estrella Mountain Community College 2010 - 2011
Skills
Critical Thinking, Research, Microsoft Office, Quantitative Research, Team Leadership, Database Design, Team Building, Leadership, Databases, Data Management, Interpersonal..., Microsoft SQL Server, SDLC, Management, Microsoft Excel, Qualitative Research, Documentations, Public Speaking, Analysis, Project Management, Team Management, Business Process..., Report Writing, Teaching, Information Technology, PowerPoint, Visio, CSS, Customer Service, Consulting, Visual Studio, HTML5, Budget Process, Microsoft Visual Studio..., HTML 5, CSS3, JavaScript, SQL, Sarbanes-Oxley Act, Documentation
Education
Arizona State University 2012 — 2014
Bachelor's Degree, Computer Information Systems
Estrella Mountain Community College
Estrella Mountain Community College
Jacob Armstrong, MBA Jacob Armstrong, MBA's J.P. Morgan Asset Management Experience 2003 - 2013
Job Vice President Institutional Insurance & Subadvisory Business at Waddell & Reed, Ivy Funds
Industry Investment Management
Experience
Waddell & Reed January 2013 - Present
Ivy Funds January 2013 - Present
J.P. Morgan Asset Management 2003 - 2013
J.P. Morgan Asset Management 2003 - 2006
Franklin Templeton Investments 2000 - 2003
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and Management Strategy
California State University-Sacramento
Bachelor's Degree, Finance
Waddell & Reed January 2013 - Present
Ivy Funds January 2013 - Present
J.P. Morgan Asset Management 2003 - 2013
J.P. Morgan Asset Management 2003 - 2006
Franklin Templeton Investments 2000 - 2003
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and Management Strategy
California State University-Sacramento
Bachelor's Degree, Finance
S. Edward Kim S. Edward Kim's J.P. Morgan Asset Management Experience May 2015 - Present
Job Associate, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase July 2011 - May 2015
Morgan Stanley September 2006 - July 2011
LG Electronics August 2004 - September 2006
Skills
Equities, Fixed Income, Equity Valuation, Derivatives, Mutual Funds, Performance Attribution, Bloomberg, Performance Measurement, Financial Analysis, Separately Managed..., Fund Of Funds, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master of Science (M.S.), Finance
University of Virginia 1999 — 2003
BA, Economics
St. Andrew's School 1996 — 1999
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase July 2011 - May 2015
Morgan Stanley September 2006 - July 2011
LG Electronics August 2004 - September 2006
Skills
Equities, Fixed Income, Equity Valuation, Derivatives, Mutual Funds, Performance Attribution, Bloomberg, Performance Measurement, Financial Analysis, Separately Managed..., Fund Of Funds, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master of Science (M.S.), Finance
University of Virginia 1999 — 2003
BA, Economics
St. Andrew's School 1996 — 1999
Bhakti Varma Bhakti Varma's J.P. Morgan Asset Management Experience July 2015 - August 2015
Job Summer Analyst at J.P. Morgan Asset Management
Industry Investment Banking
Experience
J.P. Morgan Asset Management July 2015 - August 2015
BU Finance & Investment Club Student Managed Investment Fund May 2015 - August 2015
BU Finance & Investment Club Student Managed Investment Fund January 2015 - May 2015
Harvard US-India Initiative May 2014 - January 2015
The Walt Disney Company June 2014 - July 2014
Boston University Finance and Investment Club January 2014 - May 2014
Girl Develop It February 2014 - February 2014
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, PowerPoint, Microsoft Word, Research, Discounted Cash Flow, Teamwork, Economics, Microsoft Powerpoint, Social Media, Microsoft Excel, Finance, HTML, CSS, C & C++
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Concentration - Finance and Law
Jamnabai Narsee School, Mumbai, India 2010 — 2012
International Baccalaureate High School Diploma
Bharatiya Vidya Bhavan, Nagpur, India 1998 — 2010
J.P. Morgan Asset Management July 2015 - August 2015
BU Finance & Investment Club Student Managed Investment Fund May 2015 - August 2015
BU Finance & Investment Club Student Managed Investment Fund January 2015 - May 2015
Harvard US-India Initiative May 2014 - January 2015
The Walt Disney Company June 2014 - July 2014
Boston University Finance and Investment Club January 2014 - May 2014
Girl Develop It February 2014 - February 2014
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, PowerPoint, Microsoft Word, Research, Discounted Cash Flow, Teamwork, Economics, Microsoft Powerpoint, Social Media, Microsoft Excel, Finance, HTML, CSS, C & C++
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Concentration - Finance and Law
Jamnabai Narsee School, Mumbai, India 2010 — 2012
International Baccalaureate High School Diploma
Bharatiya Vidya Bhavan, Nagpur, India 1998 — 2010
Julie Ho's J.P. Morgan Asset Management Experience June 2013 - Present
Job Fund Manager at JPMorgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2013 - Present
J.P. Morgan Asset Management June 2005 - June 2013
Education
Brown University 2001 — 2005
B.Sc. & B.A., Biology, Economics
Oxford University, Pembroke College 2003 — 2004
Exchange Student- Brown University Junior Year Abroad Program, Biological Sciences
J.P. Morgan Asset Management June 2013 - Present
J.P. Morgan Asset Management June 2005 - June 2013
Education
Brown University 2001 — 2005
B.Sc. & B.A., Biology, Economics
Oxford University, Pembroke College 2003 — 2004
Exchange Student- Brown University Junior Year Abroad Program, Biological Sciences
Jessie (Powers) Lehner Jessie (Powers) Lehner's J.P. Morgan Asset Management Experience June 2013 - Present
Job Event Coordinator at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2013 - Present
J.P. Morgan Asset Management October 2012 - June 2013
J.P. Morgan Asset Management January 2010 - October 2012
Skills
Events Coordination, Event Planning, Event Management, Marketing, Corporate Events, Public Relations, Marketing Communications, Financial Services, Coordinating Events, Events, Event, Events Organisation, Interpersonal...
Education
Bowling Green State University 2005 — 2009
Bachelor of Arts in Communications, Interpersonal Communications, Advertising & Marketing
J.P. Morgan Asset Management June 2013 - Present
J.P. Morgan Asset Management October 2012 - June 2013
J.P. Morgan Asset Management January 2010 - October 2012
Skills
Events Coordination, Event Planning, Event Management, Marketing, Corporate Events, Public Relations, Marketing Communications, Financial Services, Coordinating Events, Events, Event, Events Organisation, Interpersonal...
Education
Bowling Green State University 2005 — 2009
Bachelor of Arts in Communications, Interpersonal Communications, Advertising & Marketing
Aaron New Aaron New's J.P. Morgan Asset Management Experience May 2013 - August 2013
Job Junior Equity Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors January 2014 - Present
Brigham Young University January 2013 - December 2013
J.P. Morgan Asset Management May 2013 - August 2013
Global Financial Advisors August 2011 - May 2013
Westwood Global Investmeents May 2012 - August 2012
Lift International January 2011 - April 2011
CGCC January 2010 - December 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Mandarin, Bloomberg, PowerPoint, Research, Equity Research, Bloomberg Terminal, Equities
Education
Brigham Young University 2011 — 2013
Bachelor of Science, Accounting
Chandler/Gilbert Community College 2009 — 2010
Associate of Business, Finance and Accounting
Wasatch Advisors January 2014 - Present
Brigham Young University January 2013 - December 2013
J.P. Morgan Asset Management May 2013 - August 2013
Global Financial Advisors August 2011 - May 2013
Westwood Global Investmeents May 2012 - August 2012
Lift International January 2011 - April 2011
CGCC January 2010 - December 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Mandarin, Bloomberg, PowerPoint, Research, Equity Research, Bloomberg Terminal, Equities
Education
Brigham Young University 2011 — 2013
Bachelor of Science, Accounting
Chandler/Gilbert Community College 2009 — 2010
Associate of Business, Finance and Accounting
Filipe Delvaux's J.P. Morgan Asset Management Experience July 2015 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2015 - Present
Goldman Sachs May 2012 - June 2015
Global Financial Advisors August 2010 - January 2012
Goldman Sachs May 2011 - August 2011
Goldman Sachs January 2011 - May 2011
Goldman Sachs June 2010 - August 2010
Beneficial Financial Group January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Investments, Equities, Equity Research, Fixed Income, Economics, Portfolio Management, Finance, Capital Markets, Corporate Finance, Leadership, Competitive Analysis, Asset Management, Securities
Education
Brigham Young University 2009 — 2012
Bachelor’s Degree, Business & Administration - Finance
J.P. Morgan Asset Management July 2015 - Present
Goldman Sachs May 2012 - June 2015
Global Financial Advisors August 2010 - January 2012
Goldman Sachs May 2011 - August 2011
Goldman Sachs January 2011 - May 2011
Goldman Sachs June 2010 - August 2010
Beneficial Financial Group January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Investments, Equities, Equity Research, Fixed Income, Economics, Portfolio Management, Finance, Capital Markets, Corporate Finance, Leadership, Competitive Analysis, Asset Management, Securities
Education
Brigham Young University 2009 — 2012
Bachelor’s Degree, Business & Administration - Finance
Irene Yartey Onyango, CFA Irene Yartey Onyango, CFA's J.P. Morgan Asset Management Experience January 2008 - August 2008
Job Vice President, Strategic Product Mgmt Strategy & Innovation at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
Morgan Stanley May 2012 - July 2013
Morgan Stanley August 2010 - May 2012
J.P. Morgan Asset Management January 2008 - August 2008
J.P. Morgan Asset Management August 2005 - December 2007
J.P. Morgan Asset Management June 2004 - August 2004
Pan Reliance Capital Advisors June 2003 - August 2003
Skills
Investment Banking, Financial Modeling, Portfolio Management, Hedge Funds, Fixed Income, Finance, Derivatives, Strategy, Corporate Finance, Equity Capital Markets, Valuation, Capital Markets, Private Equity
Education
Kellogg School of Management, Northwestern University 2008 — 2010
Master of Business Administration (MBA), Finance
Bates College 2001 — 2005
Bachelor of Science (B.Sc.), Economics
University College London, U. of London 2004 — 2004
SOS- Hermann Gmeiner International College 1997 — 2001
International Baccalaureate Diploma
BlackRock August 2013 - Present
Morgan Stanley May 2012 - July 2013
Morgan Stanley August 2010 - May 2012
J.P. Morgan Asset Management January 2008 - August 2008
J.P. Morgan Asset Management August 2005 - December 2007
J.P. Morgan Asset Management June 2004 - August 2004
Pan Reliance Capital Advisors June 2003 - August 2003
Skills
Investment Banking, Financial Modeling, Portfolio Management, Hedge Funds, Fixed Income, Finance, Derivatives, Strategy, Corporate Finance, Equity Capital Markets, Valuation, Capital Markets, Private Equity
Education
Kellogg School of Management, Northwestern University 2008 — 2010
Master of Business Administration (MBA), Finance
Bates College 2001 — 2005
Bachelor of Science (B.Sc.), Economics
University College London, U. of London 2004 — 2004
SOS- Hermann Gmeiner International College 1997 — 2001
International Baccalaureate Diploma
Jonathan Otto Jonathan Otto's J.P. Morgan Asset Management Experience July 2014 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan July 2011 - December 2012
J.P. Morgan November 2009 - July 2011
JPMorgan Chase June 2007 - November 2009
Forest Realty Management December 2006 - May 2007
Zurich Financial Services May 2006 - September 2006
Merrill Lynch May 2004 - September 2004
MILLINGTON SAVINGS BANK - PRIVATE May 2002 - May 2004
Skills
Risk Management, Project Management, Relationship Management, Global Custody, Change Management, Strategy, Operational Risk..., Operational Risk, Asset Managment, P&L Responsibility, Mutual Funds, Investments, Market Research, Bloomberg, Equities, Fixed Income, Financial Modeling, Bonds, Marketing Strategy, Marketing, Email Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Finance, Financial Analysis, Capital Markets, Entrepreneurship, Negotiation, ERISA, Qualified Retirement..., Retirement Benefits, Asset Management, CRM, Wealth Management, Management, Leadership, Analysis, Banking, Securities, Portfolio Management, Financial Risk, Investment Banking, Customer Service, Analytics, Due Diligence, Budgets, Strategic Planning
Education
Susquehanna University 2015 — 2019
BS- Business Administration, Business Administration & Entrepreneurship
Boston University
Associate's degree, College of General Studies
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan July 2011 - December 2012
J.P. Morgan November 2009 - July 2011
JPMorgan Chase June 2007 - November 2009
Forest Realty Management December 2006 - May 2007
Zurich Financial Services May 2006 - September 2006
Merrill Lynch May 2004 - September 2004
MILLINGTON SAVINGS BANK - PRIVATE May 2002 - May 2004
Skills
Risk Management, Project Management, Relationship Management, Global Custody, Change Management, Strategy, Operational Risk..., Operational Risk, Asset Managment, P&L Responsibility, Mutual Funds, Investments, Market Research, Bloomberg, Equities, Fixed Income, Financial Modeling, Bonds, Marketing Strategy, Marketing, Email Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Finance, Financial Analysis, Capital Markets, Entrepreneurship, Negotiation, ERISA, Qualified Retirement..., Retirement Benefits, Asset Management, CRM, Wealth Management, Management, Leadership, Analysis, Banking, Securities, Portfolio Management, Financial Risk, Investment Banking, Customer Service, Analytics, Due Diligence, Budgets, Strategic Planning
Education
Susquehanna University 2015 — 2019
BS- Business Administration, Business Administration & Entrepreneurship
Boston University
Associate's degree, College of General Studies
Beth Hochstettler's J.P. Morgan Asset Management Experience May 2011 - Present
Job Associate – Internal Client Advisor, J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2011 - Present
J.P. Morgan June 2010 - May 2011
J.P. Morgan August 2009 - June 2010
Shearer's Foods, Inc. May 2009 - August 2009
Abercrombie & Fitch May 2008 - August 2008
The Scotts Miracle-Gro Company January 2008 - May 2008
Abercrombie & Fitch July 2005 - May 2008
Skills
Series 7, Series 63, Finance, Mutual Funds, Fiduciary, Economic Knowledge, Customer Service, Investments, Consultative Sales..., Asset Allocation, Investment Management, Competitive Positioning, Microsoft Excel, Marketing, Brand Management, Leadership, 529 Plans, Retirement, ETFs, Research, Merchandising, Social Media, Visual Merchandising, Microsoft Office, Portfolio Management, Series 6, Management, PowerPoint, Event Planning, Relationship Management
Education
Ashland University 2005 — 2009
BSBA, Marketing and Fashion Merchandising
Westerville South High School 2001 — 2005
J.P. Morgan Asset Management May 2011 - Present
J.P. Morgan June 2010 - May 2011
J.P. Morgan August 2009 - June 2010
Shearer's Foods, Inc. May 2009 - August 2009
Abercrombie & Fitch May 2008 - August 2008
The Scotts Miracle-Gro Company January 2008 - May 2008
Abercrombie & Fitch July 2005 - May 2008
Skills
Series 7, Series 63, Finance, Mutual Funds, Fiduciary, Economic Knowledge, Customer Service, Investments, Consultative Sales..., Asset Allocation, Investment Management, Competitive Positioning, Microsoft Excel, Marketing, Brand Management, Leadership, 529 Plans, Retirement, ETFs, Research, Merchandising, Social Media, Visual Merchandising, Microsoft Office, Portfolio Management, Series 6, Management, PowerPoint, Event Planning, Relationship Management
Education
Ashland University 2005 — 2009
BSBA, Marketing and Fashion Merchandising
Westerville South High School 2001 — 2005
Jesse Aronica's J.P. Morgan Asset Management Experience July 2014 - Present
Job Analyst at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
Boston College Arts & Sciences Honors Program September 2012 - May 2014
Boston College Student Admission Program September 2010 - May 2014
J.P. Morgan Asset Management June 2013 - August 2013
Island Def Jam Music Group May 2012 - August 2012
Education
Boston College 2010 — 2014
English
J.P. Morgan Asset Management July 2014 - Present
Boston College Arts & Sciences Honors Program September 2012 - May 2014
Boston College Student Admission Program September 2010 - May 2014
J.P. Morgan Asset Management June 2013 - August 2013
Island Def Jam Music Group May 2012 - August 2012
Education
Boston College 2010 — 2014
English
Graham Ahokas Graham Ahokas's J.P. Morgan Asset Management Experience July 2015 - Present
Job Real Estate Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
J.P. Morgan Asset Management June 2011 - August 2011
Arshiya International May 2010 - July 2010
Skills
Financial Modeling, Microsoft Excel, Real Estate, Real Estate Development, Real Estate Financing, DCF Valuation, Valuation, Investments, Asset Managment, Economics, PowerPoint, Microsoft Word
Education
Brown University 2008 — 2012
Bachelor's Degree, Commerce Organization and Entrepreneurship (Business Economics Track)
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
J.P. Morgan Asset Management June 2011 - August 2011
Arshiya International May 2010 - July 2010
Skills
Financial Modeling, Microsoft Excel, Real Estate, Real Estate Development, Real Estate Financing, DCF Valuation, Valuation, Investments, Asset Managment, Economics, PowerPoint, Microsoft Word
Education
Brown University 2008 — 2012
Bachelor's Degree, Commerce Organization and Entrepreneurship (Business Economics Track)
Hitesh Gupta's J.P. Morgan Asset Management Experience December 2013 - July 2014
Job MS Economics Student at University of Wisconsin Madison Graduating Dec 2015
Industry Financial Services
Experience
Wisconsin School of Business November 2014 - Present
J.P. Morgan Asset Management December 2013 - July 2014
Credit Suisse June 2012 - September 2013
Accenture in India December 2009 - June 2011
Skills
Derivatives, Financial Modeling, Capital Markets, Fixed Income, Equities, Technical Analysis, Trading, Financial Analysis, Equity Research, Financial Markets, Valuation, Bonds, FX trading, Equity Trading, Eviews, Bloomberg, Options, Econometrics, Charts, Risk Management, Economic Research, Economic Policy, Economic Modeling, Market Risk, Corporate Finance, Stata, SAS, Portfolio Management, Analysis, Investment Banking, Banking, Investments, Management, FX Options, Economics, Credit Risk, Foreign Exchange, Econometric Modeling
Education
University of Wisconsin-Madison
Master's Degree, Economics
National Institute of Securities Markets (NISM) 2011 — 2012
Post Graduate Program in Securities Markets, Finance, A
University of Mumbai 2005 — 2009
Bachelor's Degree, Computers Engineering, Distinction
Wisconsin School of Business November 2014 - Present
J.P. Morgan Asset Management December 2013 - July 2014
Credit Suisse June 2012 - September 2013
Accenture in India December 2009 - June 2011
Skills
Derivatives, Financial Modeling, Capital Markets, Fixed Income, Equities, Technical Analysis, Trading, Financial Analysis, Equity Research, Financial Markets, Valuation, Bonds, FX trading, Equity Trading, Eviews, Bloomberg, Options, Econometrics, Charts, Risk Management, Economic Research, Economic Policy, Economic Modeling, Market Risk, Corporate Finance, Stata, SAS, Portfolio Management, Analysis, Investment Banking, Banking, Investments, Management, FX Options, Economics, Credit Risk, Foreign Exchange, Econometric Modeling
Education
University of Wisconsin-Madison
Master's Degree, Economics
National Institute of Securities Markets (NISM) 2011 — 2012
Post Graduate Program in Securities Markets, Finance, A
University of Mumbai 2005 — 2009
Bachelor's Degree, Computers Engineering, Distinction
Maggie Crawley (Simon) Maggie Crawley (Simon)'s J.P. Morgan Asset Management Experience April 2014 - August 2014
Job Junior RetirementRepresentative Empower Retirement, Great West Financial
Industry Consumer Services
Experience
Empower Retirement August 2014 - Present
J.P. Morgan Asset Management April 2014 - August 2014
American Income Life June 2013 - September 2013
Jefferson Hills Corporation 2009 - 2013
University of Denver September 2008 - June 2009
D&W Fresh Market June 2008 - August 2008
Alma College September 2006 - April 2008
Skills
Life Insurance, Insurance, Customer Service, Mental Health, Juveniles, Supervisory Skills, Residential Treatment, Call Centers
Education
Alma College 2004 — 2008
Bachelor of Arts (B.A.), Psychology
North Muskegon High School 2000 — 2004
High School Diploma
Empower Retirement August 2014 - Present
J.P. Morgan Asset Management April 2014 - August 2014
American Income Life June 2013 - September 2013
Jefferson Hills Corporation 2009 - 2013
University of Denver September 2008 - June 2009
D&W Fresh Market June 2008 - August 2008
Alma College September 2006 - April 2008
Skills
Life Insurance, Insurance, Customer Service, Mental Health, Juveniles, Supervisory Skills, Residential Treatment, Call Centers
Education
Alma College 2004 — 2008
Bachelor of Arts (B.A.), Psychology
North Muskegon High School 2000 — 2004
High School Diploma
Krunal Zala's J.P. Morgan Asset Management Experience September 2015 - Present
Job Analyst J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2015 - August 2015
Verizon June 2014 - August 2014
GridEdge February 2014 - April 2014
Maverick Funding June 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Reuters, Research, C++, Teamwork, Public Speaking, Microsoft Word, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2015 - August 2015
Verizon June 2014 - August 2014
GridEdge February 2014 - April 2014
Maverick Funding June 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Reuters, Research, C++, Teamwork, Public Speaking, Microsoft Word, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Ariel Bengio's J.P. Morgan Asset Management Experience June 2015 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan Asset Management July 2012 - June 2015
J.P. Morgan Asset Management June 2011 - August 2011
Eton Park Capital Management June 2010 - August 2010
Skills
Valuation, Financial Analysis, Bloomberg, Finance, Microsoft Excel, Spanish, Microsoft Office, Equities, Hedge Funds, Financial Modeling, French, PowerPoint, English, Fixed Income, Emerging Markets, Mergers & Acquisitions, Economics, Investments, Derivatives, Capital Markets, Investment Banking, Securities
Education
Boston University 2008 — 2012
Bachelor of Arts, International Relations, Economics
Runnymede College 1994 — 2008
High School Degree
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan Asset Management July 2012 - June 2015
J.P. Morgan Asset Management June 2011 - August 2011
Eton Park Capital Management June 2010 - August 2010
Skills
Valuation, Financial Analysis, Bloomberg, Finance, Microsoft Excel, Spanish, Microsoft Office, Equities, Hedge Funds, Financial Modeling, French, PowerPoint, English, Fixed Income, Emerging Markets, Mergers & Acquisitions, Economics, Investments, Derivatives, Capital Markets, Investment Banking, Securities
Education
Boston University 2008 — 2012
Bachelor of Arts, International Relations, Economics
Runnymede College 1994 — 2008
High School Degree
Alex Prazdnik Alex Prazdnik's J.P. Morgan Asset Management Experience April 2015 - Present
Job Executive Director Global Technology at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
MUFG Union Bank N.A. March 2013 - April 2015
BizLink Group Inc. April 2012 - June 2014
Genesis10 January 2013 - March 2013
Barclays Wealth January 2009 - April 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers November 2003 - October 2008
Neuberger Berman November 1998 - November 2003
Dreyfus January 1996 - November 1998
US Navy February 1993 - February 1995
Skills
Business Brokerage, Small Business, Real Estate Investment, Real Estate, IT Strategy, IT Management, Data Warehousing, Business Intelligence, Database Management, Integration, Program Management, Architecture, SDLC, Team Leadership, Database Admin, Team Building, Enterprise Architecture, SQL, Databases, Quality Assurance, Software Project..., Investment Properties, PMO, Management, Recruiting, Business Analysis, Vendor Management, Leadership, Project Management, Microsoft SQL Server, Software Development, Management Consulting, Disaster Recovery, Change Management, Project Portfolio..., Strategy, Security, Process Improvement, Executive Management, CRM, Outsourcing, Architectures, Mergers & Acquisitions, Analysis, Project Delivery, Information Technology, Business Process..., Testing, Visio, Requirements Analysis
Education
Berkeley College 1995 — 1996
Business Management
US Navy 1993 — 1995
Bergen Community College 1992 — 1993
Undecided
Elmwood Park Memorial High School 1988 — 1992
J.P. Morgan Asset Management April 2015 - Present
MUFG Union Bank N.A. March 2013 - April 2015
BizLink Group Inc. April 2012 - June 2014
Genesis10 January 2013 - March 2013
Barclays Wealth January 2009 - April 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers November 2003 - October 2008
Neuberger Berman November 1998 - November 2003
Dreyfus January 1996 - November 1998
US Navy February 1993 - February 1995
Skills
Business Brokerage, Small Business, Real Estate Investment, Real Estate, IT Strategy, IT Management, Data Warehousing, Business Intelligence, Database Management, Integration, Program Management, Architecture, SDLC, Team Leadership, Database Admin, Team Building, Enterprise Architecture, SQL, Databases, Quality Assurance, Software Project..., Investment Properties, PMO, Management, Recruiting, Business Analysis, Vendor Management, Leadership, Project Management, Microsoft SQL Server, Software Development, Management Consulting, Disaster Recovery, Change Management, Project Portfolio..., Strategy, Security, Process Improvement, Executive Management, CRM, Outsourcing, Architectures, Mergers & Acquisitions, Analysis, Project Delivery, Information Technology, Business Process..., Testing, Visio, Requirements Analysis
Education
Berkeley College 1995 — 1996
Business Management
US Navy 1993 — 1995
Bergen Community College 1992 — 1993
Undecided
Elmwood Park Memorial High School 1988 — 1992
Minhaj Choudhury's J.P. Morgan Asset Management Experience June 2011 - August 2011
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
BMO Capital Markets October 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Apollo Global Management LLC September 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
Economic Club of New York January 2009 - July 2011
International Council of Jurists (India) June 2010 - August 2010
Bloomberg LP June 2008 - August 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Major: Finance; Minor: English
Bronx High School of Science 2004 — 2008
BlackRock August 2013 - Present
BMO Capital Markets October 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Apollo Global Management LLC September 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
Economic Club of New York January 2009 - July 2011
International Council of Jurists (India) June 2010 - August 2010
Bloomberg LP June 2008 - August 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Major: Finance; Minor: English
Bronx High School of Science 2004 — 2008
Gordon Stransky's J.P. Morgan Asset Management Experience September 2010 - Present
Job Portfolio Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
JPMorgan Vice PresidentJ.P. Morgan Asset ManagementVice PresidentJPMorganSeptember 2010 - Present
J.P. Morgan Asset Management September 2010 - Present
J.P. Morgan Asset Management October 2006 - Present
JPMorgan Investment Management October 2006 - September 2010
Glenmede Trust Company June 2005 - October 2006
Vanguard Group June 2004 - August 2004
Skills
Portfolio Management, Investments, Emerging Markets, Investment Management, Financial Modeling, Wealth Management, Capital Markets, Valuation, Fixed Income
Education
Bucknell University 2001 — 2005
Bachelor of Science, Business Management
Bucknell University 2001 — 2005
Bachelor of Science (B.S.)
JPMorgan Vice PresidentJ.P. Morgan Asset ManagementVice PresidentJPMorganSeptember 2010 - Present
J.P. Morgan Asset Management September 2010 - Present
J.P. Morgan Asset Management October 2006 - Present
JPMorgan Investment Management October 2006 - September 2010
Glenmede Trust Company June 2005 - October 2006
Vanguard Group June 2004 - August 2004
Skills
Portfolio Management, Investments, Emerging Markets, Investment Management, Financial Modeling, Wealth Management, Capital Markets, Valuation, Fixed Income
Education
Bucknell University 2001 — 2005
Bachelor of Science, Business Management
Bucknell University 2001 — 2005
Bachelor of Science (B.S.)
Amanda McCluskey's J.P. Morgan Asset Management Experience January 2015 - Present
Job FAS at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
PNC Financial Services Group August 2012 - November 2014
The PNC Financial Services Group August 2012 - August 2013
Fisher College of Business March 2010 - June 2012
Skills
Excel, Microsoft Office, Access, Research, Investments, Microsoft Excel, Banking, Economics, Training, Finance, Financial Analysis, Financial Modeling, Sales, Customer Service, PowerPoint, Leadership, Data Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance and Economics
University of Manchester - Manchester Business School 2011 — 2012
J.P. Morgan Asset Management January 2015 - Present
PNC Financial Services Group August 2012 - November 2014
The PNC Financial Services Group August 2012 - August 2013
Fisher College of Business March 2010 - June 2012
Skills
Excel, Microsoft Office, Access, Research, Investments, Microsoft Excel, Banking, Economics, Training, Finance, Financial Analysis, Financial Modeling, Sales, Customer Service, PowerPoint, Leadership, Data Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance and Economics
University of Manchester - Manchester Business School 2011 — 2012
Bob Pease's J.P. Morgan Asset Management Experience 2007 - Present
Job Executive Director, Infrastructure Investments Group, JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2007 - Present
Highbridge Capital Management March 2013 - April 2014
Goldman Sachs May 2006 - May 2007
Goldman Sachs July 2001 - April 2006
JPMorgan June 2000 - August 2000
Skills
Investments, Asset Management, Trading, Equities, Customer Relations, Securities, Capital Markets, Hedging, Alternative Investments, Infrastructure, Private Equity, Business Development, Capital Raising, Hedge Funds, Asset Managment, Marketing Strategy, Manage Client..., Fixed Income, Financial Structuring, Fund Of Funds, Investor Relations, Investment Management
Education
Boston College 1997 — 2001
BS, Finance & Economics
J.P. Morgan Asset Management 2007 - Present
Highbridge Capital Management March 2013 - April 2014
Goldman Sachs May 2006 - May 2007
Goldman Sachs July 2001 - April 2006
JPMorgan June 2000 - August 2000
Skills
Investments, Asset Management, Trading, Equities, Customer Relations, Securities, Capital Markets, Hedging, Alternative Investments, Infrastructure, Private Equity, Business Development, Capital Raising, Hedge Funds, Asset Managment, Marketing Strategy, Manage Client..., Fixed Income, Financial Structuring, Fund Of Funds, Investor Relations, Investment Management
Education
Boston College 1997 — 2001
BS, Finance & Economics
Bryana Louie Bryana Louie's J.P. Morgan Asset Management Experience August 2015 - Present
Job Investment Management Solutions Finance at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan July 2014 - July 2015
J.P. Morgan Asset Management February 2013 - July 2014
WeiserMazars LLP October 2012 - January 2013
Regional Appraisal Associates, Inc December 2010 - February 2012
Epic Hollister Co May 2010 - January 2012
Barclays Capital Inc June 2009 - August 2009
Citigroup June 2008 - August 2008
Skills
Windows, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Internet, Appraisals, Outlook, Food, Time Management, Customer Service, Leadership, QuickBooks, Access, Financial Analysis, Risk Management, Teamwork
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A), Finance and Investments
The City College of the City University of New York 2009 — 2011
Biology
Fort Hamilton High School 2005 — 2009
Regents Diploma with Honors
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan July 2014 - July 2015
J.P. Morgan Asset Management February 2013 - July 2014
WeiserMazars LLP October 2012 - January 2013
Regional Appraisal Associates, Inc December 2010 - February 2012
Epic Hollister Co May 2010 - January 2012
Barclays Capital Inc June 2009 - August 2009
Citigroup June 2008 - August 2008
Skills
Windows, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Internet, Appraisals, Outlook, Food, Time Management, Customer Service, Leadership, QuickBooks, Access, Financial Analysis, Risk Management, Teamwork
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A), Finance and Investments
The City College of the City University of New York 2009 — 2011
Biology
Fort Hamilton High School 2005 — 2009
Regents Diploma with Honors
Sabrina Sievers Sabrina Sievers's J.P. Morgan Asset Management Experience June 2015 - Present
Job Bilingual Seasoned Marketing Professional
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management December 2010 - June 2013
J.P. Morgan Asset Management November 2009 - November 2010
J.P. Morgan Asset Management March 2007 - October 2009
Education
University of Applied Sciences Deggendorf, Germany 2002 — 2006
Bachelor of Business Administration (BBA)
Intercollege 2005 — 2005
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management December 2010 - June 2013
J.P. Morgan Asset Management November 2009 - November 2010
J.P. Morgan Asset Management March 2007 - October 2009
Education
University of Applied Sciences Deggendorf, Germany 2002 — 2006
Bachelor of Business Administration (BBA)
Intercollege 2005 — 2005
Debashis Das, MSF, MTech's J.P. Morgan Asset Management Experience September 2014 - Present
Job Associate
Industry Capital Markets
Experience
J.P. Morgan Asset Management September 2014 - Present
OMGEO LLC. (A DTCC Thomson Reuters Company) June 2007 - August 2014
Investor's Bank & Trust Co. May 2006 - June 2007
Fidelity Family Office Services October 2005 - April 2006
Infosys Technologies Ltd. February 2001 - April 2006
Fidelity Capital Markets March 2004 - September 2005
Skills
Derivatives, Business Analysis, Fixed Income, Equities, Business Requirements, Market Data, Securities, Bloomberg, SDLC, SaaS, Product Management, Integration, CDS, Trading Systems, Order Management, Back Office, Capital Markets, Enterprise Valuation, Macro Analysis, Fundamental Analysis, Financial Modeling, Equity Research, Requirements Gathering, Financial Analysis, Oil & Gas Industry, Metals, Big Data, Software Project...
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Science (MS), Finance and Financial Management Services, CGPA - 3.701
Indian Institute of Technology, Kanpur 1999 — 2001
MS, Materials & Metallurgical Engineering, CGPA - 8.6 (scale - 10)
Bengal Engineering and Science University, Shibpur 1994 — 1998
B.S., Metallurgical Engineering
J.P. Morgan Asset Management September 2014 - Present
OMGEO LLC. (A DTCC Thomson Reuters Company) June 2007 - August 2014
Investor's Bank & Trust Co. May 2006 - June 2007
Fidelity Family Office Services October 2005 - April 2006
Infosys Technologies Ltd. February 2001 - April 2006
Fidelity Capital Markets March 2004 - September 2005
Skills
Derivatives, Business Analysis, Fixed Income, Equities, Business Requirements, Market Data, Securities, Bloomberg, SDLC, SaaS, Product Management, Integration, CDS, Trading Systems, Order Management, Back Office, Capital Markets, Enterprise Valuation, Macro Analysis, Fundamental Analysis, Financial Modeling, Equity Research, Requirements Gathering, Financial Analysis, Oil & Gas Industry, Metals, Big Data, Software Project...
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Science (MS), Finance and Financial Management Services, CGPA - 3.701
Indian Institute of Technology, Kanpur 1999 — 2001
MS, Materials & Metallurgical Engineering, CGPA - 8.6 (scale - 10)
Bengal Engineering and Science University, Shibpur 1994 — 1998
B.S., Metallurgical Engineering
David Houghtaling David Houghtaling's J.P. Morgan Asset Management Experience November 2004 - March 2006
Job Marketing Professional
Industry Investment Management
Experience
William Blair and Company October 2011 - March 2015
Independent April 2010 - October 2011
PNC Capital Advisors, LLC March 2006 - March 2010
J.P. Morgan Asset Management November 2004 - March 2006
Northern Trust Global Investments August 2001 - November 2004
Jellyvision January 1996 - May 2001
Multiple Companies August 1991 - December 1995
Indiana University, Bloomington August 1991 - May 1994
WCBU Radio August 1985 - July 1991
Skills
Claritas® Investment...
Education
Indiana University Bloomington 1991 — 1994
Master of Fine Arts, Playwriting
Bradley University 1987 — 1990
Master of Arts, English Literature
Bradley University 1980 — 1984
B.S., Broadcast Journalism
William Blair and Company October 2011 - March 2015
Independent April 2010 - October 2011
PNC Capital Advisors, LLC March 2006 - March 2010
J.P. Morgan Asset Management November 2004 - March 2006
Northern Trust Global Investments August 2001 - November 2004
Jellyvision January 1996 - May 2001
Multiple Companies August 1991 - December 1995
Indiana University, Bloomington August 1991 - May 1994
WCBU Radio August 1985 - July 1991
Skills
Claritas® Investment...
Education
Indiana University Bloomington 1991 — 1994
Master of Fine Arts, Playwriting
Bradley University 1987 — 1990
Master of Arts, English Literature
Bradley University 1980 — 1984
B.S., Broadcast Journalism
Richard J. (Rick) Paley's J.P. Morgan Asset Management Experience August 2015 - Present
Job Compliance, Legal, Regulatory and Risk Management Executive
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
The Cadwalader Cabinet January 2015 - July 2015
W. P. Carey Inc. (Carey Financial, LLC) 2005 - November 2014
Daiwa Capital Markets America 2004 - 2005
Swiss Re 2002 - 2004
The Depository Trust & Clearing Corporation 1996 - 2002
Fidelity Investments 1993 - 1996
Labaton Sucharow LLP 1988 - 1992
U.S. Securities and Exchange Commission 1986 - 1988
Speeches and Presentations 1979 - 1979
Skills
Alternative Investments, Financial Regulation, Litigation, Private Placements, Internal Investigations, Project Management, Mutual Funds, Hedge Funds, Securities Regulation, Securities Litigation, Series 24, Investment Advisory, Investment Management, FINRA, Clearing, Enterprise Risk..., Anti Money Laundering, FCPA, UK Bribery Act, Real Estate, Futures, Banking, Compliance, Legal Compliance, Regulation D, Blue Sky, COSO ERM, GRC, Finance, Financial Services, Series 7, Securities, Capital Markets, Corporate Law, Investments, Due Diligence, Risk Management
Education
Brooklyn Law School
J.D., Law
St. Lawrence University
B.A., History Honors
The Hebrew University
History
J.P. Morgan Asset Management August 2015 - Present
The Cadwalader Cabinet January 2015 - July 2015
W. P. Carey Inc. (Carey Financial, LLC) 2005 - November 2014
Daiwa Capital Markets America 2004 - 2005
Swiss Re 2002 - 2004
The Depository Trust & Clearing Corporation 1996 - 2002
Fidelity Investments 1993 - 1996
Labaton Sucharow LLP 1988 - 1992
U.S. Securities and Exchange Commission 1986 - 1988
Speeches and Presentations 1979 - 1979
Skills
Alternative Investments, Financial Regulation, Litigation, Private Placements, Internal Investigations, Project Management, Mutual Funds, Hedge Funds, Securities Regulation, Securities Litigation, Series 24, Investment Advisory, Investment Management, FINRA, Clearing, Enterprise Risk..., Anti Money Laundering, FCPA, UK Bribery Act, Real Estate, Futures, Banking, Compliance, Legal Compliance, Regulation D, Blue Sky, COSO ERM, GRC, Finance, Financial Services, Series 7, Securities, Capital Markets, Corporate Law, Investments, Due Diligence, Risk Management
Education
Brooklyn Law School
J.D., Law
St. Lawrence University
B.A., History Honors
The Hebrew University
History
David Caffrey David Caffrey's J.P. Morgan Asset Management Experience March 2014 - Present
Job Vice President, Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
Jim George, CIMA®'s J.P. Morgan Asset Management Experience October 2004 - Present
Job Managing Director Client Advisor at J.P.Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2004 - Present
J.P. Morgan Asset Management August 2002 - October 2004
J.P. Morgan Asset Management July 2000 - August 2002
Education
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA® Designation
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
J.P. Morgan Asset Management October 2004 - Present
J.P. Morgan Asset Management August 2002 - October 2004
J.P. Morgan Asset Management July 2000 - August 2002
Education
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA® Designation
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
Robert Maisano Robert Maisano's J.P. Morgan Asset Management Experience March 2015 - Present
Job Marketing Analyst at J.P. Morgan Asset Management
Industry Marketing and Advertising
Experience
J.P. Morgan Asset Management March 2015 - Present
Office Prep, LLC February 2013 - March 2015
Sawhorse Media August 2014 - November 2014
Conservative Future Project December 2012 - November 2014
Pro Quality Home Improvements, Inc. February 2014 - August 2014
JPMorgan Chase January 2012 - December 2012
PwC June 2012 - August 2012
United States House January 2011 - December 2011
Seawanhaka Corinthian Yacht Club June 2008 - August 2011
Skills
International Relations, Research, Public Policy, Politics, Policy Analysis, Political Science, Leadership, Public Speaking, Fundraising, Analysis, Editing, Creative Writing, Coaching, Community Outreach, Journalism, Photojournalism, Political Communication, Nonprofits, Executive Briefings, Academic Writing, Social Media Marketing, Wordpress, Government Relations, Copywriting, Early-stage Startups, Entrepreneurship
Education
American University 2010 — 2013
Bachelor of Arts, Political Science; Focus: American Government
American University of Rome 2009 — 2010
International Relations, International Business
Manhasset Senior High School Graduate 2005 — 2009
Diploma
J.P. Morgan Asset Management March 2015 - Present
Office Prep, LLC February 2013 - March 2015
Sawhorse Media August 2014 - November 2014
Conservative Future Project December 2012 - November 2014
Pro Quality Home Improvements, Inc. February 2014 - August 2014
JPMorgan Chase January 2012 - December 2012
PwC June 2012 - August 2012
United States House January 2011 - December 2011
Seawanhaka Corinthian Yacht Club June 2008 - August 2011
Skills
International Relations, Research, Public Policy, Politics, Policy Analysis, Political Science, Leadership, Public Speaking, Fundraising, Analysis, Editing, Creative Writing, Coaching, Community Outreach, Journalism, Photojournalism, Political Communication, Nonprofits, Executive Briefings, Academic Writing, Social Media Marketing, Wordpress, Government Relations, Copywriting, Early-stage Startups, Entrepreneurship
Education
American University 2010 — 2013
Bachelor of Arts, Political Science; Focus: American Government
American University of Rome 2009 — 2010
International Relations, International Business
Manhasset Senior High School Graduate 2005 — 2009
Diploma
Drew Needs's J.P. Morgan Asset Management Experience July 2014 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan - Asset Management June 2013 - August 2013
Crewe Capital January 2013 - April 2013
Alta Ventures Mexico September 2012 - December 2012
Progrexion June 2012 - September 2012
Skills
Due Diligence, Financial Analysis, Financial Modeling, Research, Private Equity, Alternative Investments, Valuation
Education
Brigham Young University 2012 — 2014
BS - FInance, Asset Management, Junior
Brigham Young University - Idaho 2007 — 2010
Associate's degree, Business Management
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan - Asset Management June 2013 - August 2013
Crewe Capital January 2013 - April 2013
Alta Ventures Mexico September 2012 - December 2012
Progrexion June 2012 - September 2012
Skills
Due Diligence, Financial Analysis, Financial Modeling, Research, Private Equity, Alternative Investments, Valuation
Education
Brigham Young University 2012 — 2014
BS - FInance, Asset Management, Junior
Brigham Young University - Idaho 2007 — 2010
Associate's degree, Business Management
Claire Shaw Claire Shaw's J.P. Morgan Asset Management Experience July 2009 - July 2012
Job Private Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
RBC Wealth Management July 2012 - January 2013
J.P. Morgan Asset Management July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Skills
Series 7, Asset Allocation, Investments, Financial Analysis, Series 63, Finance
Education
Auburn University 2005 — 2009
BS, Finance
J.P. Morgan January 2013 - Present
RBC Wealth Management July 2012 - January 2013
J.P. Morgan Asset Management July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Skills
Series 7, Asset Allocation, Investments, Financial Analysis, Series 63, Finance
Education
Auburn University 2005 — 2009
BS, Finance
Seth Finkelstein, CFA Seth Finkelstein, CFA's J.P. Morgan Asset Management Experience May 1996 - November 1999
Job U.S. Portfolio Solutions Schroders
Industry Investment Management
Experience
Schroders June 2014 - Present
ING Investment Management September 2006 - November 2012
ING Investment Management January 2009 - January 2012
ING Investment Management September 2006 - January 2009
ING Investment Management June 2005 - September 2006
Seneca Capital Management LLC May 2001 - October 2004
Cohen & Steers November 1999 - May 2001
J.P. Morgan Asset Management May 1996 - November 1999
Investment Management Advisors July 1995 - May 1996
Skills
Asset Allocation, Investment Strategies, Equities, Portfolio Management, Fixed Income, Investment Management, Alternative Investments, Product Management, Pensions, Derivatives, Risk Management, Hedge Funds, Institutional..., Relationship Management, Strategy, Portable Alpha, Public Speaking, Fund Of Funds, Defined Contribution, Defined Benefit, Client Facing Skills, Investment Advisory, LDI, Dynamic Asset Allocation, Product Specialists, Business Strategy, Target Date Strategies, Business Development, Product Development, Investment..., Team Leadership, Creative Solutions, Thought Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
BBA, Finance & Economics
Schroders June 2014 - Present
ING Investment Management September 2006 - November 2012
ING Investment Management January 2009 - January 2012
ING Investment Management September 2006 - January 2009
ING Investment Management June 2005 - September 2006
Seneca Capital Management LLC May 2001 - October 2004
Cohen & Steers November 1999 - May 2001
J.P. Morgan Asset Management May 1996 - November 1999
Investment Management Advisors July 1995 - May 1996
Skills
Asset Allocation, Investment Strategies, Equities, Portfolio Management, Fixed Income, Investment Management, Alternative Investments, Product Management, Pensions, Derivatives, Risk Management, Hedge Funds, Institutional..., Relationship Management, Strategy, Portable Alpha, Public Speaking, Fund Of Funds, Defined Contribution, Defined Benefit, Client Facing Skills, Investment Advisory, LDI, Dynamic Asset Allocation, Product Specialists, Business Strategy, Target Date Strategies, Business Development, Product Development, Investment..., Team Leadership, Creative Solutions, Thought Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
BBA, Finance & Economics
Hod Hirshman's J.P. Morgan Asset Management Experience July 2015 - Present
Job Portfolio Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management September 2012 - July 2015
J.P. Morgan Asset Management January 2012 - April 2012
Mychaels Trading LLC May 2011 - October 2011
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance, Economics
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management September 2012 - July 2015
J.P. Morgan Asset Management January 2012 - April 2012
Mychaels Trading LLC May 2011 - October 2011
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance, Economics
Jim Reidy Jim Reidy's J.P. Morgan Asset Management Experience July 2013 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Bowdoin Office of Residential Life August 2010 - May 2013
J.P. Morgan May 2012 - August 2012
National Oceanic and Atmospheric Administration May 2007 - August 2011
The Bowdoin Orient September 2009 - May 2011
Skills
Microsoft Office, Writing, InDesign, Editing
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics
Hopkins School 2002 — 2009
J.P. Morgan Asset Management July 2013 - Present
Bowdoin Office of Residential Life August 2010 - May 2013
J.P. Morgan May 2012 - August 2012
National Oceanic and Atmospheric Administration May 2007 - August 2011
The Bowdoin Orient September 2009 - May 2011
Skills
Microsoft Office, Writing, InDesign, Editing
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics
Hopkins School 2002 — 2009
Michael Conrath Michael Conrath's J.P. Morgan Asset Management Experience September 2011 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2011 - Present
AllianceBernstein October 2007 - September 2011
AllianceBernstein August 2004 - October 2007
AllianceBernstein March 2003 - August 2004
AllianceBernstein February 2002 - March 2003
AllianceBernstein May 1999 - August 2001
Morgan Stanley June 1997 - May 1999
New York Life 1996 - 1997
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance and Accounting/Taxation (Dual Concentration)
Binghamton University 1992 — 1996
BA, English
J.P. Morgan Asset Management September 2011 - Present
AllianceBernstein October 2007 - September 2011
AllianceBernstein August 2004 - October 2007
AllianceBernstein March 2003 - August 2004
AllianceBernstein February 2002 - March 2003
AllianceBernstein May 1999 - August 2001
Morgan Stanley June 1997 - May 1999
New York Life 1996 - 1997
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance and Accounting/Taxation (Dual Concentration)
Binghamton University 1992 — 1996
BA, English
Brad Frishberg's J.P. Morgan Asset Management Experience January 2000 - June 2008
Job
Industry Investment Management
Experience
Macquarie Investment Management December 2009 - Present
J.P. Morgan Asset Management January 2000 - June 2008
J.P. Morgan Asset Management January 1996 - December 1999
Aetna Investment Management July 1993 - December 1995
Skills
Portfolio Management, Alternative Investments, Asset Management, Equities, Investments
Education
Trinity College-Hartford 1990 — 1993
MA, Economics
Brown University 1986 — 1989
AB, Business Economics
Macquarie Investment Management December 2009 - Present
J.P. Morgan Asset Management January 2000 - June 2008
J.P. Morgan Asset Management January 1996 - December 1999
Aetna Investment Management July 1993 - December 1995
Skills
Portfolio Management, Alternative Investments, Asset Management, Equities, Investments
Education
Trinity College-Hartford 1990 — 1993
MA, Economics
Brown University 1986 — 1989
AB, Business Economics
Kerry Hu's J.P. Morgan Asset Management Experience May 2014 - August 2014
Job Asset Management Summer Analyst at JP Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2014 - August 2014
EagleTech Computer Service 2011 - December 2013
EMC July 2009 - August 2009
Skills
MySQL, Value Investing, Technical Analysis, Stock Picking, SQL, Fundamental Analysis, Microsoft Excel, Investments, Equity Trading
Education
Boston College 2011 — 2015
Finance
Boston Latin School 2007 — 2011
J.P. Morgan Asset Management May 2014 - August 2014
EagleTech Computer Service 2011 - December 2013
EMC July 2009 - August 2009
Skills
MySQL, Value Investing, Technical Analysis, Stock Picking, SQL, Fundamental Analysis, Microsoft Excel, Investments, Equity Trading
Education
Boston College 2011 — 2015
Finance
Boston Latin School 2007 — 2011
Arefin Qazi Arefin Qazi's J.P. Morgan Asset Management Experience August 2015 - Present
Job Business Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
ARQ International December 2004 - Present
openDr.com June 2014 - 2015
Patriot Advance LLC November 2013 - June 2014
ARQ International December 2004 - June 2010
UJA-Federation of New York May 2001 - August 2002
Skills
Leadership, Highly self-motivated, Outstanding..., Timely Decision Making, Highly detail oriented, Multi-Cultural Team..., High Stress Environment, Hands-on Problem Solver, Conflict Resolution, Multi-cultural team..., Entrepreneurship, Operational Planning, Critical Thinking, Client Development, Manage Client..., Proactive self-starter, Self-motivated Team..., Task-oriented, Executive Management, Organizational..., Business, Thought Leadership, Business Development, Salesforce.com, Financial Services, Financial Statement..., Start-ups, CRM, Marketing, Business Networking, SaaS, Management, Public Speaking, Microsoft Excel
Education
St. George's University 2010 — 2012
Health Sciences
Binghamton University 2004 — 2009
Bachelor of Science (BS), Integrative Neuroscience
Bronx High School of Science 2000 — 2008
Regents Honors Diploma
J.P. Morgan Asset Management August 2015 - Present
ARQ International December 2004 - Present
openDr.com June 2014 - 2015
Patriot Advance LLC November 2013 - June 2014
ARQ International December 2004 - June 2010
UJA-Federation of New York May 2001 - August 2002
Skills
Leadership, Highly self-motivated, Outstanding..., Timely Decision Making, Highly detail oriented, Multi-Cultural Team..., High Stress Environment, Hands-on Problem Solver, Conflict Resolution, Multi-cultural team..., Entrepreneurship, Operational Planning, Critical Thinking, Client Development, Manage Client..., Proactive self-starter, Self-motivated Team..., Task-oriented, Executive Management, Organizational..., Business, Thought Leadership, Business Development, Salesforce.com, Financial Services, Financial Statement..., Start-ups, CRM, Marketing, Business Networking, SaaS, Management, Public Speaking, Microsoft Excel
Education
St. George's University 2010 — 2012
Health Sciences
Binghamton University 2004 — 2009
Bachelor of Science (BS), Integrative Neuroscience
Bronx High School of Science 2000 — 2008
Regents Honors Diploma
Sandra Martin Chocano Sandra Martin Chocano's J.P. Morgan Asset Management Experience July 2015 - Present
Job Incoming Analyst at J.P. Morgan Asset Management
Industry International Trade and Development
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
ELEQT Limited June 2013 - August 2013
Iberian Focus, S.L. June 2012 - July 2012
Skills
Bilingual-English/Spanis..., Online Marketing, Export-Import, International Business, Microsoft Office, Sales, International Sales, Team Leadership, Creativity, Time Management, Research, Community Outreach, Networking, Entrepreneurship, Strategy, Business Development
Education
Boston College 2011 — 2015
Bachelor's degree
London School of Economics and Political Science 2011 — 2011
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
ELEQT Limited June 2013 - August 2013
Iberian Focus, S.L. June 2012 - July 2012
Skills
Bilingual-English/Spanis..., Online Marketing, Export-Import, International Business, Microsoft Office, Sales, International Sales, Team Leadership, Creativity, Time Management, Research, Community Outreach, Networking, Entrepreneurship, Strategy, Business Development
Education
Boston College 2011 — 2015
Bachelor's degree
London School of Economics and Political Science 2011 — 2011
Alexander Stein Alexander Stein's J.P. Morgan Asset Management Experience June 2011 - August 2011
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company August 2013 - Present
Houlihan Lokey July 2012 - July 2013
Beyond Capital Fund February 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
State Street Bank July 2008 - April 2010
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Investment Banking, Portfolio Management, LBO, Private Equity, Valuation, Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Economics, and Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Economics, Finance
Scarsdale High School 2000 — 2004
Moelis & Company August 2013 - Present
Houlihan Lokey July 2012 - July 2013
Beyond Capital Fund February 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
State Street Bank July 2008 - April 2010
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Investment Banking, Portfolio Management, LBO, Private Equity, Valuation, Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Economics, and Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Economics, Finance
Scarsdale High School 2000 — 2004
Zahari Daskalov Zahari Daskalov's J.P. Morgan Asset Management Experience June 2002 - July 2009
Job Investment Advisor, Private Wealth Management at JP Morgan
Industry Investment Management
Experience
J.P. Morgan March 2010 - Present
Stoneleigh Companies LLC July 2009 - March 2010
J.P. Morgan Asset Management June 2002 - July 2009
Bank One Securities Corp. April 1999 - June 2002
First Chicago NBD February 1998 - April 1999
Holiday Inn June 1997 - February 1998
Crowne plaza Grand Rapids February 1996 - June 1997
Skills
Asset Management, Investments, Portfolio Management, Financial Analysis, Relationship Management, Real Estate Analysis, Real Estate Valuation, Real Estate Modeling, Real Estate Investments, Asset Optimization, ARGUS Valuation – DCF, Excel for Commercial..., Market Trend Analysis, Due Diligence Analysis, Property Management, New Business Development, Project Management, FINRA Series 7, FINRA Series 63, FINRA Series 65, Series 7, DCF, Commercial Real Estate, Asset Managment, Series 63, Due Diligence, Alternative Investments, Wealth Management, Investment Advisory, Investment Properties, Asset Allocation, Investment Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2018
Master of Business Administration (M.B.A.)
Calvin College 1992 — 1996
B.A. – Bachelor of Arts in Business
J.P. Morgan March 2010 - Present
Stoneleigh Companies LLC July 2009 - March 2010
J.P. Morgan Asset Management June 2002 - July 2009
Bank One Securities Corp. April 1999 - June 2002
First Chicago NBD February 1998 - April 1999
Holiday Inn June 1997 - February 1998
Crowne plaza Grand Rapids February 1996 - June 1997
Skills
Asset Management, Investments, Portfolio Management, Financial Analysis, Relationship Management, Real Estate Analysis, Real Estate Valuation, Real Estate Modeling, Real Estate Investments, Asset Optimization, ARGUS Valuation – DCF, Excel for Commercial..., Market Trend Analysis, Due Diligence Analysis, Property Management, New Business Development, Project Management, FINRA Series 7, FINRA Series 63, FINRA Series 65, Series 7, DCF, Commercial Real Estate, Asset Managment, Series 63, Due Diligence, Alternative Investments, Wealth Management, Investment Advisory, Investment Properties, Asset Allocation, Investment Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2018
Master of Business Administration (M.B.A.)
Calvin College 1992 — 1996
B.A. – Bachelor of Arts in Business
Rob Davlin's J.P. Morgan Asset Management Experience October 2014 - June 2015
Job Creating Excellent Experiences
Industry Design
Experience
IGS Energy June 2015 - Present
The Eureka Games September 2012 - Present
J.P. Morgan Asset Management October 2014 - June 2015
Nationwide Insurance November 2011 - October 2014
Summit Vision April 2012 - September 2013
Columbus Young Professionals (CYP) August 2005 - December 2011
Horizons [Companies] January 2011 - November 2011
MobileXpeditions, LLC October 2010 - March 2011
Mills James Productions January 2010 - October 2010
Mountview Church January 2009 - December 2009
Skills
Usability Testing, User Experience, Consumer Insights, Business Analysis, Experience Design, Large Group Facilitation, Focus Groups, Product Development, Graphic Design, SketchUp, Sketching, Presentation Development, Event Planning, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Microsoft Office, PowerPoint, Word, Excel, Lead Management, Experiential Education, Microsoft Word, Entrepreneurship, Microsoft Excel, Marketing, Social Media, Public Relations, Advertising, Social Media Marketing, Workshop Facilitation, Customer Insight, Video, Leadership, Web Design, Sales, Brand Development, Creative Direction, Management
Education
The Ohio State University 2002 — 2005
BSID
Taideteollinen korkeakoulu - Konstindustriella högskolan 2004 — 2004
Study Abroad
Dale Carnegie Training 2006 — 2006
Certificate
Mentor High School
Yes
IGS Energy June 2015 - Present
The Eureka Games September 2012 - Present
J.P. Morgan Asset Management October 2014 - June 2015
Nationwide Insurance November 2011 - October 2014
Summit Vision April 2012 - September 2013
Columbus Young Professionals (CYP) August 2005 - December 2011
Horizons [Companies] January 2011 - November 2011
MobileXpeditions, LLC October 2010 - March 2011
Mills James Productions January 2010 - October 2010
Mountview Church January 2009 - December 2009
Skills
Usability Testing, User Experience, Consumer Insights, Business Analysis, Experience Design, Large Group Facilitation, Focus Groups, Product Development, Graphic Design, SketchUp, Sketching, Presentation Development, Event Planning, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Microsoft Office, PowerPoint, Word, Excel, Lead Management, Experiential Education, Microsoft Word, Entrepreneurship, Microsoft Excel, Marketing, Social Media, Public Relations, Advertising, Social Media Marketing, Workshop Facilitation, Customer Insight, Video, Leadership, Web Design, Sales, Brand Development, Creative Direction, Management
Education
The Ohio State University 2002 — 2005
BSID
Taideteollinen korkeakoulu - Konstindustriella högskolan 2004 — 2004
Study Abroad
Dale Carnegie Training 2006 — 2006
Certificate
Mentor High School
Yes
Jaclyn Villano's J.P. Morgan Asset Management Experience May 2011 - Present
Job Attorney & Writer
Industry Writing and Editing
Experience
J.P. Morgan Asset Management May 2011 - Present
Boston University September 2011 - August 2012
Theatre Daedalus August 2008 - December 2011
U.S. Banrkuptcy Court for the District of Maine December 2006 - August 2008
Skills
Playwriting, Proposal Writing, Theatre, Creative Writing, Legal Writing, Legal Research, Team Leadership, Relationship Management, Litigation, Performing Arts, Directing, Stage, Public Speaking, Drama, Teaching, Acting, Copywriting, Event Planning, Arts Administration, Equities, Nonprofits, Producing, Bankruptcy Law
Education
University of Notre Dame Law School 2002 — 2005
Boston University
Master of Fine Arts (MFA), Playwriting
J.P. Morgan Asset Management May 2011 - Present
Boston University September 2011 - August 2012
Theatre Daedalus August 2008 - December 2011
U.S. Banrkuptcy Court for the District of Maine December 2006 - August 2008
Skills
Playwriting, Proposal Writing, Theatre, Creative Writing, Legal Writing, Legal Research, Team Leadership, Relationship Management, Litigation, Performing Arts, Directing, Stage, Public Speaking, Drama, Teaching, Acting, Copywriting, Event Planning, Arts Administration, Equities, Nonprofits, Producing, Bankruptcy Law
Education
University of Notre Dame Law School 2002 — 2005
Boston University
Master of Fine Arts (MFA), Playwriting
Anu Patil's J.P. Morgan Asset Management Experience October 2014 - Present
Job Accounting Policy Manager at JPMorgan Asset Management
Industry Accounting
Experience
J.P. Morgan Asset Management October 2014 - Present
Ernst & Young June 2009 - October 2014
Education
Bentley University 2005 — 2009
Master of Science (MS), Accounting and Finance
J.P. Morgan Asset Management October 2014 - Present
Ernst & Young June 2009 - October 2014
Education
Bentley University 2005 — 2009
Master of Science (MS), Accounting and Finance
Nicholas Chionchio's J.P. Morgan Asset Management Experience August 2014 - May 2015
Job Corporate & Investment Bank Compliance at J.P. Morgan Chase
Industry Law Practice
Experience
JPMorgan Chase & Co. September 2015 - Present
J.P. Morgan Asset Management August 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Time Equities Securities, LLC January 2014 - May 2014
Constellation Wealth Advisors, LLC January 2014 - May 2014
Financial Industry Regulatory Authority September 2013 - December 2013
Cardozo Securities Arbitration Clinic June 2013 - August 2013
New York City Civil Service Commission May 2013 - August 2013
Skills
Legal Research, Legal Writing, Westlaw, Research, Spanish, PowerPoint, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Lexis, Event Planning, Microsoft Word, Nonprofits, Twitter, Facebook
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Doctor of Law (J.D.)
Honors College at Florida International University 2009 — 2012
Bachelor of Business Administration (BBA), cum laude, Finance, Minor in Spanish Literature & Culture
JPMorgan Chase & Co. September 2015 - Present
J.P. Morgan Asset Management August 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Time Equities Securities, LLC January 2014 - May 2014
Constellation Wealth Advisors, LLC January 2014 - May 2014
Financial Industry Regulatory Authority September 2013 - December 2013
Cardozo Securities Arbitration Clinic June 2013 - August 2013
New York City Civil Service Commission May 2013 - August 2013
Skills
Legal Research, Legal Writing, Westlaw, Research, Spanish, PowerPoint, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Lexis, Event Planning, Microsoft Word, Nonprofits, Twitter, Facebook
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Doctor of Law (J.D.)
Honors College at Florida International University 2009 — 2012
Bachelor of Business Administration (BBA), cum laude, Finance, Minor in Spanish Literature & Culture
Shalei Holway's J.P. Morgan Asset Management Experience July 2015 - Present
Job Senior Business Analyst, Global Strategic Programs Group
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2013 - Present
DigitasLBi June 2012 - August 2012
Skills
Familiar with client..., Fluent in Spanish...
Education
Barnard College 2009 — 2013
BA, Psychology, Sociology
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management July 2013 - Present
DigitasLBi June 2012 - August 2012
Skills
Familiar with client..., Fluent in Spanish...
Education
Barnard College 2009 — 2013
BA, Psychology, Sociology
Tuyet-Minh Hoang's J.P. Morgan Asset Management Experience December 2009 - March 2011
Job Financial Solutions Advisor, VP at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2013 - Present
Merrill Lynch April 2011 - December 2013
J.P. Morgan Asset Management December 2009 - March 2011
Citizens Financial Group, Inc. July 2007 - September 2009
Skills
Investments, Wealth Management, Financial Planning, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 7, Insurance, Financial Analysis, Portfolio Management
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston University 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Boston University
Merrill Edge December 2013 - Present
Merrill Lynch April 2011 - December 2013
J.P. Morgan Asset Management December 2009 - March 2011
Citizens Financial Group, Inc. July 2007 - September 2009
Skills
Investments, Wealth Management, Financial Planning, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 7, Insurance, Financial Analysis, Portfolio Management
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Boston University 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Boston University
Alexander D'Agostino's J.P. Morgan Asset Management Experience July 2015 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
Grill 23 & Bar March 2013 - April 2015
J.P. Morgan Asset Management May 2014 - August 2014
Century Capital Management February 2013 - April 2014
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Finance
Newton North High School 2007 — 2011
High School, General Education
Passed Level I of the CFA Program
J.P. Morgan Asset Management July 2015 - Present
Grill 23 & Bar March 2013 - April 2015
J.P. Morgan Asset Management May 2014 - August 2014
Century Capital Management February 2013 - April 2014
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Finance
Newton North High School 2007 — 2011
High School, General Education
Passed Level I of the CFA Program
Tony W. Haywood's J.P. Morgan Asset Management Experience September 2015 - Present
Job MBA, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2015 - September 2015
SUNY Empire State College September 2012 - September 2015
Lord & Taylor June 2014 - February 2015
Macy's Herald Square (New York, NY) July 2013 - June 2014
Fiba Retail - Marks & Spencer / GAP / Banana Republic May 2013 - July 2013
Michael Kors January 2013 - April 2013
Macy's May 2011 - January 2013
Macy's October 2010 - January 2011
University of New Haven January 2010 - June 2010
Skills
Merchandising, Teamwork, Leadership, Dependable Team Player, Social Media, Young Professionals, Microsoft Office, Inventory Management, English, Maturity, Pricing, Access, Intermediate Spanish, Mathematics, Applied Statistics, Statistics, Sports Management, Finance, Internet, Inventory Valuation, Philosophy, Economics, English-Spanish, Entrepreneurship, Sales, Time Management, Retail, Customer Service, Inventory Control, Retail Sales, PowerPoint, Microsoft Excel, Clienteling, Data Analysis, Social Networking, Microsoft Word, Visual Merchandising, Outlook, Cashiering, Telephone Skills, Marketing, Team Building, Trend Forecasting, Creative Writing, Critical Thinking, Customer Satisfaction, Money, Budgets, Restaurant Management, Hotel Management
Education
Saint Peter's University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General. GPA: 4.000
SUNY Empire State College 2012 — 2014
Bachelor of Business Administration (B.B.A.) Management and Economics, Business Administration and Management, General, 3.80
Briarcliffe College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.93
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2015 - September 2015
SUNY Empire State College September 2012 - September 2015
Lord & Taylor June 2014 - February 2015
Macy's Herald Square (New York, NY) July 2013 - June 2014
Fiba Retail - Marks & Spencer / GAP / Banana Republic May 2013 - July 2013
Michael Kors January 2013 - April 2013
Macy's May 2011 - January 2013
Macy's October 2010 - January 2011
University of New Haven January 2010 - June 2010
Skills
Merchandising, Teamwork, Leadership, Dependable Team Player, Social Media, Young Professionals, Microsoft Office, Inventory Management, English, Maturity, Pricing, Access, Intermediate Spanish, Mathematics, Applied Statistics, Statistics, Sports Management, Finance, Internet, Inventory Valuation, Philosophy, Economics, English-Spanish, Entrepreneurship, Sales, Time Management, Retail, Customer Service, Inventory Control, Retail Sales, PowerPoint, Microsoft Excel, Clienteling, Data Analysis, Social Networking, Microsoft Word, Visual Merchandising, Outlook, Cashiering, Telephone Skills, Marketing, Team Building, Trend Forecasting, Creative Writing, Critical Thinking, Customer Satisfaction, Money, Budgets, Restaurant Management, Hotel Management
Education
Saint Peter's University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General. GPA: 4.000
SUNY Empire State College 2012 — 2014
Bachelor of Business Administration (B.B.A.) Management and Economics, Business Administration and Management, General, 3.80
Briarcliffe College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.93
Kim Thu Bach Kim Thu Bach's J.P. Morgan Asset Management Experience September 2014 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2014 - Present
JPMorgan Chase June 2013 - September 2014
JPMorgan Chase June 2012 - June 2013
DTCC November 2011 - May 2012
MetroPlus Health Plan March 2011 - November 2011
Bank of New York Mellon, Pershing LLC June 2011 - August 2011
Ameriprise Financial Services, Inc. March 2009 - July 2009
Skills
Financial Analysis, Financial Risk, Auditing, Internal Audit, Bloomberg, Financial Modeling, Fixed Income, Equities, Corporate Finance, Derivatives, Risk Management, Investment Banking, Finance, Microsoft Excel, Bloomberg Terminal, Access, Analysis, Due Diligence, Microsoft Office, PowerPoint, Project Management, Outlook, Team Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Investments
Santa Monica College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General, 3.75
J.P. Morgan Asset Management September 2014 - Present
JPMorgan Chase June 2013 - September 2014
JPMorgan Chase June 2012 - June 2013
DTCC November 2011 - May 2012
MetroPlus Health Plan March 2011 - November 2011
Bank of New York Mellon, Pershing LLC June 2011 - August 2011
Ameriprise Financial Services, Inc. March 2009 - July 2009
Skills
Financial Analysis, Financial Risk, Auditing, Internal Audit, Bloomberg, Financial Modeling, Fixed Income, Equities, Corporate Finance, Derivatives, Risk Management, Investment Banking, Finance, Microsoft Excel, Bloomberg Terminal, Access, Analysis, Due Diligence, Microsoft Office, PowerPoint, Project Management, Outlook, Team Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Investments
Santa Monica College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General, 3.75
Julio A. Lacayo Julio A. Lacayo's J.P. Morgan Asset Management Experience September 2011 - January 2014
Job SVP Wealth Management Executive for U.S. Trust
Industry Financial Services
Experience
U.S. Trust 2014 - 2015
J.P. Morgan Asset Management September 2011 - January 2014
U.S. Bank May 2004 - August 2011
Skills
Loans, Private Banking, Wealth Management, High Net Worth..., Banking, Trusts, Financial Services, Wealth Management..., Investments, Finance, Business Development, Wealth, Management, Estate Planning, Asset Management, Portfolio Management, Credit
Education
Allegheny College
Economics
Georgetown University
MBA, Business Administration and Management, General
U.S. Trust 2014 - 2015
J.P. Morgan Asset Management September 2011 - January 2014
U.S. Bank May 2004 - August 2011
Skills
Loans, Private Banking, Wealth Management, High Net Worth..., Banking, Trusts, Financial Services, Wealth Management..., Investments, Finance, Business Development, Wealth, Management, Estate Planning, Asset Management, Portfolio Management, Credit
Education
Allegheny College
Economics
Georgetown University
MBA, Business Administration and Management, General
Jillian Neary's J.P. Morgan Asset Management Experience 2015 - Present
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2015 - Present
J.P. Morgan 2014 - 2014
Federal Reserve Bank of Boston 2010 - 2014
William Gallagher Associates 2008 - 2010
Skills
Financial Analysis, Data Analysis, Project Portfolio..., Program Management, Economics, Risk Management, SharePoint, Microsoft Excel, Visio, Analysis, Business Analysis, Valuation, Bloomberg, Financial Modeling, Portfolio Management, Relationship Management, Corporate Finance, Fixed Income, Hedge Funds, Equities, Financial Risk, Quantitative Analytics, Capital Markets, Alternative Investments, Investments
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Concentration in Finance
Bowdoin College
Bachelor of Arts (B.A.), Double Major: Economics & Government/Legal Studies
Westminster School
Prep School, Virtute et Numine
J.P. Morgan Asset Management 2015 - Present
J.P. Morgan 2014 - 2014
Federal Reserve Bank of Boston 2010 - 2014
William Gallagher Associates 2008 - 2010
Skills
Financial Analysis, Data Analysis, Project Portfolio..., Program Management, Economics, Risk Management, SharePoint, Microsoft Excel, Visio, Analysis, Business Analysis, Valuation, Bloomberg, Financial Modeling, Portfolio Management, Relationship Management, Corporate Finance, Fixed Income, Hedge Funds, Equities, Financial Risk, Quantitative Analytics, Capital Markets, Alternative Investments, Investments
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Concentration in Finance
Bowdoin College
Bachelor of Arts (B.A.), Double Major: Economics & Government/Legal Studies
Westminster School
Prep School, Virtute et Numine
Simona (Sima) Melnikova Simona (Sima) Melnikova's J.P. Morgan Asset Management Experience April 2015 - Present
Job Associate, US Private Bank COO at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan Asset Management September 2014 - April 2015
J.P. Morgan Asset Management July 2013 - September 2014
AXA Equitable July 2011 - July 2013
TransPerfect Translations March 2010 - September 2010
Stone Harbor Investment Partners June 2009 - August 2009
Education
Binghamton University - School of Management 2005 — 2009
Bachelor’s Degree
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan Asset Management September 2014 - April 2015
J.P. Morgan Asset Management July 2013 - September 2014
AXA Equitable July 2011 - July 2013
TransPerfect Translations March 2010 - September 2010
Stone Harbor Investment Partners June 2009 - August 2009
Education
Binghamton University - School of Management 2005 — 2009
Bachelor’s Degree
Nick Manolakakis's J.P. Morgan Asset Management Experience July 2014 - Present
Job Vice President Strategic Initiatives at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
Manolakakis Family Groves LLC June 2014 - Present
J.P. Morgan May 2010 - July 2014
Lazard Asset Management October 2008 - May 2010
Deutsche Bank August 2007 - September 2008
AllianceBernstein LP December 2005 - August 2007
UBS Wealth Management Inc. July 2005 - November 2005
Bank Julius Baer & Co. September 2003 - June 2005
Credit Suisse First Boston LLC September 1997 - September 2003
ABN AMRO Securities Inc. March 1996 - September 1997
Skills
Middle Office, Equities, Financial Services, Fixed Income, Back Office, Portfolio Management, Asset Managment, Trading, Asset Management, Prime Brokerage, Alternative Investments, Operational Risk..., Product Management, Hedge Funds, Business Process..., Operations Management, Bloomberg, Data Management, Project Management, Settlement, Vendor Management, Derivatives, Trading Systems, Onboarding, Mutual Funds, Risk Management, Account Reconciliation, CRM, Corporate Actions, Fund Administration, Global Custody, Client Reporting, Client Service, Trade Management, Transaction Lifecycle..., Offshore Outsourcing, Portfolio Accounting, Reconciliations, Regulatory Compliance, Third Party Vendors, Client Relationship..., Outsourcing, Relationship Management, Reference Data, Private Banking, Wealth Management, Offshoring, Fund Accounting, ETFs
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
B.B.A., Finance and Investments, Economics
J.P. Morgan Asset Management July 2014 - Present
Manolakakis Family Groves LLC June 2014 - Present
J.P. Morgan May 2010 - July 2014
Lazard Asset Management October 2008 - May 2010
Deutsche Bank August 2007 - September 2008
AllianceBernstein LP December 2005 - August 2007
UBS Wealth Management Inc. July 2005 - November 2005
Bank Julius Baer & Co. September 2003 - June 2005
Credit Suisse First Boston LLC September 1997 - September 2003
ABN AMRO Securities Inc. March 1996 - September 1997
Skills
Middle Office, Equities, Financial Services, Fixed Income, Back Office, Portfolio Management, Asset Managment, Trading, Asset Management, Prime Brokerage, Alternative Investments, Operational Risk..., Product Management, Hedge Funds, Business Process..., Operations Management, Bloomberg, Data Management, Project Management, Settlement, Vendor Management, Derivatives, Trading Systems, Onboarding, Mutual Funds, Risk Management, Account Reconciliation, CRM, Corporate Actions, Fund Administration, Global Custody, Client Reporting, Client Service, Trade Management, Transaction Lifecycle..., Offshore Outsourcing, Portfolio Accounting, Reconciliations, Regulatory Compliance, Third Party Vendors, Client Relationship..., Outsourcing, Relationship Management, Reference Data, Private Banking, Wealth Management, Offshoring, Fund Accounting, ETFs
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
B.B.A., Finance and Investments, Economics
Caitlin Jane Battaglia Caitlin Jane Battaglia's J.P. Morgan Asset Management Experience April 2015 - Present
Job Associate, Global Real Assets at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan Asset Management June 2012 - April 2015
The Hubbell Group, Inc. June 2011 - August 2011
Skills
Series 7, Series 63
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2009
Notre Dame Academy 2004 — 2008
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan Asset Management June 2012 - April 2015
The Hubbell Group, Inc. June 2011 - August 2011
Skills
Series 7, Series 63
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2009
Notre Dame Academy 2004 — 2008
Jennifer C. Young Jennifer C. Young's J.P. Morgan Asset Management Experience April 2010 - August 2011
Job M&A Investment Banking Associate at Peter J Solomon
Industry Investment Banking
Experience
Peter J. Solomon Company July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
J.P. Morgan Asset Management April 2010 - August 2011
J.P. Morgan Asset Management July 2007 - March 2010
FXCM June 2003 - June 2007
Education
The University of Chicago Booth School of Business 2011 — 2013
Forte Fellow and Class of 2013, Concentrations in Accounting, Finance and Managerial and Organizational Behavior
Boston University - School of Management
BBA, Concentrations in Finance and Marketing
Stuyvesant High School
Peter J. Solomon Company July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
J.P. Morgan Asset Management April 2010 - August 2011
J.P. Morgan Asset Management July 2007 - March 2010
FXCM June 2003 - June 2007
Education
The University of Chicago Booth School of Business 2011 — 2013
Forte Fellow and Class of 2013, Concentrations in Accounting, Finance and Managerial and Organizational Behavior
Boston University - School of Management
BBA, Concentrations in Finance and Marketing
Stuyvesant High School
Scott Prestridge Scott Prestridge's J.P. Morgan Asset Management Experience May 2011 - August 2011
Job Investor Relations Analyst at Parsley Energy
Industry Oil & Energy
Experience
Parsley Energy June 2015 - Present
ConocoPhillips July 2013 - June 2015
ConocoPhillips June 2012 - July 2013
J.P. Morgan Asset Management May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Upstream Oil & Gas..., Management Presentations, Oil & Gas Economics, Microsoft Office, PowerPoint, Project Management, Analysis, Microsoft Word, Upstream Oil & Gas, Oil & Gas, Economics, Accounting, Financial Reporting, Risk Management, SAP, Upstream
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Economics
Parsley Energy June 2015 - Present
ConocoPhillips July 2013 - June 2015
ConocoPhillips June 2012 - July 2013
J.P. Morgan Asset Management May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Upstream Oil & Gas..., Management Presentations, Oil & Gas Economics, Microsoft Office, PowerPoint, Project Management, Analysis, Microsoft Word, Upstream Oil & Gas, Oil & Gas, Economics, Accounting, Financial Reporting, Risk Management, SAP, Upstream
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Economics
Christine Hamilton, M.L.S. Christine Hamilton, M.L.S.'s J.P. Morgan Asset Management Experience October 2012 - February 2014
Job Project Manager/Scrum Master at Webroot
Industry Information Technology and Services
Experience
Webroot February 2014 - Present
J.P. Morgan Asset Management October 2012 - February 2014
Simons Foundation November 2011 - September 2012
Dow Jones May 2008 - July 2011
Metropolitan Life Insurance Company December 2007 - May 2008
Merrill Lynch September 2007 - December 2007
Right Media April 2006 - October 2006
Franklin Hospital Medical Center January 2003 - April 2006
American Home Mortgage November 1999 - January 2003
American Institute of Physics January 1996 - November 1999
Skills
Visio, Project Management, Relationship Management, CRM, UAT, SDLC, Clarity, Agile, IT Operations, Agile Methodologies, Software Project..., Infrastructure Project..., User Experience, Vendor Management, Integration, Content Management, User Acceptance Testing, Software Documentation, Management, Analysis, Software Development
Education
University at Buffalo 1997 — 2000
MLS, Library Science
State University of New York at Binghamton 1990 — 1994
B.A., History
Webroot February 2014 - Present
J.P. Morgan Asset Management October 2012 - February 2014
Simons Foundation November 2011 - September 2012
Dow Jones May 2008 - July 2011
Metropolitan Life Insurance Company December 2007 - May 2008
Merrill Lynch September 2007 - December 2007
Right Media April 2006 - October 2006
Franklin Hospital Medical Center January 2003 - April 2006
American Home Mortgage November 1999 - January 2003
American Institute of Physics January 1996 - November 1999
Skills
Visio, Project Management, Relationship Management, CRM, UAT, SDLC, Clarity, Agile, IT Operations, Agile Methodologies, Software Project..., Infrastructure Project..., User Experience, Vendor Management, Integration, Content Management, User Acceptance Testing, Software Documentation, Management, Analysis, Software Development
Education
University at Buffalo 1997 — 2000
MLS, Library Science
State University of New York at Binghamton 1990 — 1994
B.A., History
Prathamesh Shivdas's J.P. Morgan Asset Management Experience June 2011 - June 2012
Job Master in International Economics and Finance
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2011 - June 2012
Skills
Bloomberg, Finance, Asset Management, Banking, Cash Management, Analysis, Derivatives, Accounting, Capital Markets, Investment Banking, Microsoft Excel, Equity Research, Valuation, Bloomberg Terminal, Cash Flow, Fixed Income, Financial Modeling, Equities, Financial Analysis
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master's degree, International Economics and Finance
University of Mumbai 2011 — 2013
Master of Commerce, Advanced Accountancy, First Class
University of Mumbai 2008 — 2011
Bachelor of Commerce, Accounting & Finance
J.P. Morgan Asset Management June 2011 - June 2012
Skills
Bloomberg, Finance, Asset Management, Banking, Cash Management, Analysis, Derivatives, Accounting, Capital Markets, Investment Banking, Microsoft Excel, Equity Research, Valuation, Bloomberg Terminal, Cash Flow, Fixed Income, Financial Modeling, Equities, Financial Analysis
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master's degree, International Economics and Finance
University of Mumbai 2011 — 2013
Master of Commerce, Advanced Accountancy, First Class
University of Mumbai 2008 — 2011
Bachelor of Commerce, Accounting & Finance
Avery Burns Avery Burns's J.P. Morgan Asset Management Experience July 2014 - Present
Job Private Banking Analyst, J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase May 2013 - August 2013
IE Business School June 2012 - August 2012
Skills
Social Networking, Bloomberg, Social Media, Financial Analysis, Microsoft Excel, Public Speaking, Teamwork, Microsoft Office, Investments, PowerPoint, Research
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Business, Entrepreneurship and Organization
Severn School 2006 — 2010
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase May 2013 - August 2013
IE Business School June 2012 - August 2012
Skills
Social Networking, Bloomberg, Social Media, Financial Analysis, Microsoft Excel, Public Speaking, Teamwork, Microsoft Office, Investments, PowerPoint, Research
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Business, Entrepreneurship and Organization
Severn School 2006 — 2010
Deb Branaghan Deb Branaghan's J.P. Morgan Asset Management Experience August 2006 - Present
Job Vice President, Client Service Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2006 - Present
JPMorgan Chase Bank, N.A. (and predecessor Bank One Trust Company) April 1998 - August 2006
Huntington Trust Company April 1993 - April 1998
Al Minor & Associates, Inc. May 1985 - April 1993
Skills
Mutual Funds, Inst'l Client Service
Education
Baldwin Wallace University
Bachelor of Science, Mathematics; minor in business
J.P. Morgan Asset Management August 2006 - Present
JPMorgan Chase Bank, N.A. (and predecessor Bank One Trust Company) April 1998 - August 2006
Huntington Trust Company April 1993 - April 1998
Al Minor & Associates, Inc. May 1985 - April 1993
Skills
Mutual Funds, Inst'l Client Service
Education
Baldwin Wallace University
Bachelor of Science, Mathematics; minor in business
Chad Thomas's J.P. Morgan Asset Management Experience July 2012 - July 2014
Job Senior Associate at Bonwick Capital Partners
Industry Financial Services
Experience
Bonwick Capital Partners July 2014 - Present
J.P. Morgan Asset Management July 2012 - July 2014
J.P. Morgan July 2010 - July 2012
Skills
Investments, Strategic Planning, Financial Modeling, Financial Services, human resources, Financial Analysis, Marketing, Valuation, Strategy, Research, Hedge Funds, Bloomberg, Bloomberg Terminal, Investment Banking, Project Management
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Developmental Psychology
Taft school 2006 — 2010
High School Diploma
Bonwick Capital Partners July 2014 - Present
J.P. Morgan Asset Management July 2012 - July 2014
J.P. Morgan July 2010 - July 2012
Skills
Investments, Strategic Planning, Financial Modeling, Financial Services, human resources, Financial Analysis, Marketing, Valuation, Strategy, Research, Hedge Funds, Bloomberg, Bloomberg Terminal, Investment Banking, Project Management
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Developmental Psychology
Taft school 2006 — 2010
High School Diploma
Bridget Yong's J.P. Morgan Asset Management Experience June 2014 - August 2014
Job Risk Consulting IT Attestation Intern at KPMG US
Industry Accounting
Experience
KPMG US June 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
JPMorgan Chase July 2013 - August 2013
Twin America LLC December 2012 - January 2013
Kumon January 2010 - August 2012
New Star Cheese Italian Grocery January 2010 - August 2012
Manhattan Beach Best Choice Day Camp June 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Data Analysis, Marketing, Teamwork, Time Management, Event Planning, Access, Social Networking, Leadership, Facebook
Education
Binghamton University 2012 — 2016
Copenhagen Business School 2014 — 2014
Bachelor's Degree, Accounting and Management Information Systems
Brooklyn Technical High School 2008 — 2012
KPMG US June 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
JPMorgan Chase July 2013 - August 2013
Twin America LLC December 2012 - January 2013
Kumon January 2010 - August 2012
New Star Cheese Italian Grocery January 2010 - August 2012
Manhattan Beach Best Choice Day Camp June 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Data Analysis, Marketing, Teamwork, Time Management, Event Planning, Access, Social Networking, Leadership, Facebook
Education
Binghamton University 2012 — 2016
Copenhagen Business School 2014 — 2014
Bachelor's Degree, Accounting and Management Information Systems
Brooklyn Technical High School 2008 — 2012
Charles Rechtiene's J.P. Morgan Asset Management Experience July 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Raymond James Financial Inc. June 2012 - August 2012
NISA Investment Advisors June 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Bloomberg, Bloomberg Terminal
Education
Boston College 2009 — 2014
Bachelor's Degree, Finance, Information Systems
St. Louis University High School 2005 — 2009
High School
J.P. Morgan Asset Management July 2013 - Present
Raymond James Financial Inc. June 2012 - August 2012
NISA Investment Advisors June 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Bloomberg, Bloomberg Terminal
Education
Boston College 2009 — 2014
Bachelor's Degree, Finance, Information Systems
St. Louis University High School 2005 — 2009
High School
Markous Soliman's J.P. Morgan Asset Management Experience June 2015 - Present
Job CDP Intern at J.P. Morgan Asset Management
Industry Computer Software
Experience
J.P. Morgan Asset Management June 2015 - Present
City University of New York August 2014 - May 2015
PETROJET June 2009 - August 2009
PETROJET June 2008 - August 2008
Skills
Fire Suppression Systems, Computer Science, Engineering, Inspection, Firefighting, Photography, Network Engineering, Risk Assessment, Research, Microsoft Office, PowerPoint, AutoCAD, Customer Service, Public Speaking, Maritime, Microsoft Word, Supervisory Skills, Microsoft Excel, Teamwork, Project Management, Leadership
Education
City University of New York City College 2013 — 2016
Bachelor of Science (B.Sc.), Computer Science, 3.98
Alexandria University 2006 — 2011
Bachelor of Engineering (B.E.), Naval Architecture and Marine Engineering, Good
J.P. Morgan Asset Management June 2015 - Present
City University of New York August 2014 - May 2015
PETROJET June 2009 - August 2009
PETROJET June 2008 - August 2008
Skills
Fire Suppression Systems, Computer Science, Engineering, Inspection, Firefighting, Photography, Network Engineering, Risk Assessment, Research, Microsoft Office, PowerPoint, AutoCAD, Customer Service, Public Speaking, Maritime, Microsoft Word, Supervisory Skills, Microsoft Excel, Teamwork, Project Management, Leadership
Education
City University of New York City College 2013 — 2016
Bachelor of Science (B.Sc.), Computer Science, 3.98
Alexandria University 2006 — 2011
Bachelor of Engineering (B.E.), Naval Architecture and Marine Engineering, Good
Noland Izar, MBA's J.P. Morgan Asset Management Experience August 2014 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Credit Suisse June 2012 - Present
IZAR ASSOCIATES, INC October 2004 - July 2012
JENNISON ASSOCIATES, LLC January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Skills
Program Management, Risk Management, Project Management, SDLC
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management & Finance
Boston College 1997 — 2001
BS, MIS
J.P. Morgan Asset Management August 2014 - Present
Credit Suisse June 2012 - Present
IZAR ASSOCIATES, INC October 2004 - July 2012
JENNISON ASSOCIATES, LLC January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Skills
Program Management, Risk Management, Project Management, SDLC
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management & Finance
Boston College 1997 — 2001
BS, MIS
Pete Isberg, CFA®, CIMA®, MBA's J.P. Morgan Asset Management Experience February 2003 - Present
Job Executive Director Client Advisor, J.P. Morgan Funds
Industry Investment Management
Experience
J.P. Morgan Asset Management February 2003 - Present
Pioneer Investments February 1998 - February 2003
PaineWebber June 1996 - January 1998
Education
Boston University Questrom School of Business 2005 — 2008
MBA
Suffolk University 1994 — 1996
BS
J.P. Morgan Asset Management February 2003 - Present
Pioneer Investments February 1998 - February 2003
PaineWebber June 1996 - January 1998
Education
Boston University Questrom School of Business 2005 — 2008
MBA
Suffolk University 1994 — 1996
BS
Brian O'Neill's J.P. Morgan Asset Management Experience August 2015 - Present
Job
Industry Law Practice
Experience
J.P. Morgan Asset Management August 2015 - Present
Miami International Holdings April 2013 - July 2015
NYSE Euronext July 2012 - April 2013
US Securities and Exchange Commission December 2007 - June 2012
NASD August 2007 - December 2007
CFTC August 2006 - December 2006
Chicago Board of Trade 1997 - 1999
United States Marine Corps July 1992 - April 1997
Skills
Equities, Securities, Derivatives, Trading, Options, FINRA, Management, Series 7, Corporate Finance, Securities Regulation, Bonds, Dark Pools, Securities Exchange Act..., ETFs, Corporate Governance, Hedge Funds, Alternative Investments, Capital Markets
Education
American University Washington College of Law 2004 — 2007
J.D.
University of Pennsylvania 2002 — 2003
M.S.Ed
Georgetown University 2000 — 2002
B.S.F.S.
College of DuPage 1998 — 2000
J.P. Morgan Asset Management August 2015 - Present
Miami International Holdings April 2013 - July 2015
NYSE Euronext July 2012 - April 2013
US Securities and Exchange Commission December 2007 - June 2012
NASD August 2007 - December 2007
CFTC August 2006 - December 2006
Chicago Board of Trade 1997 - 1999
United States Marine Corps July 1992 - April 1997
Skills
Equities, Securities, Derivatives, Trading, Options, FINRA, Management, Series 7, Corporate Finance, Securities Regulation, Bonds, Dark Pools, Securities Exchange Act..., ETFs, Corporate Governance, Hedge Funds, Alternative Investments, Capital Markets
Education
American University Washington College of Law 2004 — 2007
J.D.
University of Pennsylvania 2002 — 2003
M.S.Ed
Georgetown University 2000 — 2002
B.S.F.S.
College of DuPage 1998 — 2000
Anne Moy's J.P. Morgan Asset Management Experience 2001 - 2001
Job Client Srvcs
Industry Financial Services
Experience
Williams Jones August 2012 - Present
Silver Management Group, Inc February 2012 - August 2012
Fiserv September 2011 - January 2012
Citi January 2005 - September 2011
Lord Abbett April 2002 - January 2005
J.P. Morgan Asset Management 2001 - 2001
Skills
Portfolio Management, Trading, Accounting
Education
State University of New York at Binghamton 1997 — 2001
BA, Economics
Williams Jones August 2012 - Present
Silver Management Group, Inc February 2012 - August 2012
Fiserv September 2011 - January 2012
Citi January 2005 - September 2011
Lord Abbett April 2002 - January 2005
J.P. Morgan Asset Management 2001 - 2001
Skills
Portfolio Management, Trading, Accounting
Education
State University of New York at Binghamton 1997 — 2001
BA, Economics
Mary (Taggart) Wheeldon's J.P. Morgan Asset Management Experience January 2014 - Present
Job Vice President at J.P. Morgan Asset Management Manager Research and Due Diligence
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan Asset Management November 2010 - January 2014
JPMorgan Asset Management August 2007 - October 2010
TransPerfect Translations 2006 - 2007
Boston College, Carroll School of Management 2005 - 2005
Education
Amherst College 2002 — 2006
B.A., Spanish
J.P. Morgan Asset Management January 2014 - Present
J.P. Morgan Asset Management November 2010 - January 2014
JPMorgan Asset Management August 2007 - October 2010
TransPerfect Translations 2006 - 2007
Boston College, Carroll School of Management 2005 - 2005
Education
Amherst College 2002 — 2006
B.A., Spanish
Richard Egelhof's J.P. Morgan Asset Management Experience September 2014 - Present
Job Executive Director, Private Equity Group at J.P. Morgan Asset Management
Industry Law Practice
Experience
J.P. Morgan Asset Management September 2014 - Present
Davis Polk & Wardwell LLP September 2007 - August 2014
Skills
Private Equity, Hedge Funds, Corporate Law, Asset Management, Corporate Governance
Education
Harvard Law School 2004 — 2007
JD (cum laude)
Boston College 2000 — 2004
B.A. (magna cum laude), History
Horace Mann School 1994 — 2000
J.P. Morgan Asset Management September 2014 - Present
Davis Polk & Wardwell LLP September 2007 - August 2014
Skills
Private Equity, Hedge Funds, Corporate Law, Asset Management, Corporate Governance
Education
Harvard Law School 2004 — 2007
JD (cum laude)
Boston College 2000 — 2004
B.A. (magna cum laude), History
Horace Mann School 1994 — 2000
Karen Wares's J.P. Morgan Asset Management Experience July 2014 - Present
Job Executive Director Head of Global Trading Agreements Group at J.P. Morgan Asset Management
Industry Law Practice
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan August 2010 - July 2014
J.P. Morgan January 2008 - August 2010
J.P. Morgan October 2003 - January 2008
JPMorgan Chase August 2000 - October 2003
JPMorgan Chase June 2003 - August 2003
Skills
Clearing, Futures, Credit Derivatives, Interest Rate..., Foreign Exchange, ISDA, Electronic Trading, Team Management, Contract Negotiation
Education
Brooklyn Law School 1999 — 2003
J.D., Banking Law
Penn State University 1995 — 1999
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan August 2010 - July 2014
J.P. Morgan January 2008 - August 2010
J.P. Morgan October 2003 - January 2008
JPMorgan Chase August 2000 - October 2003
JPMorgan Chase June 2003 - August 2003
Skills
Clearing, Futures, Credit Derivatives, Interest Rate..., Foreign Exchange, ISDA, Electronic Trading, Team Management, Contract Negotiation
Education
Brooklyn Law School 1999 — 2003
J.D., Banking Law
Penn State University 1995 — 1999
Rosemary DeRise's J.P. Morgan Asset Management Experience June 2008 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2008 - Present
Bear Stearns Asset Management August 2003 - June 2008
Capital Z Partners August 2000 - August 2001
Salomon Smith Barney July 1997 - July 2000
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Barnard College 1993 — 1997
BA
The Bronx High School of Science
J.P. Morgan Asset Management June 2008 - Present
Bear Stearns Asset Management August 2003 - June 2008
Capital Z Partners August 2000 - August 2001
Salomon Smith Barney July 1997 - July 2000
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Barnard College 1993 — 1997
BA
The Bronx High School of Science
Kevin Gang's J.P. Morgan Asset Management Experience August 2014 - Present
Job Vice President/Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
AllianceBernstein September 2005 - July 2014
Federated Investors June 1998 - August 2005
Education
Allegheny College 1994 — 1998
J.P. Morgan Asset Management August 2014 - Present
AllianceBernstein September 2005 - July 2014
Federated Investors June 1998 - August 2005
Education
Allegheny College 1994 — 1998
Jeffrey Mortimer, CFA's J.P. Morgan Asset Management Experience 2014 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2014 - Present
J.P. Morgan 2007 - 2014
Goldman Sachs Asset Management 2004 - 2007
JPMorgan Chase 1994 - 2004
Chase Manhattan Bank 1988 - 1994
Skills
Investments, Portfolio Management, Asset Allocation, Alternative Investments, Derivatives, Hedge Funds, Bloomberg, Securities, Risk Management, Mutual Funds, Asset Managment, Private Equity, Series 63, Banking, Series 7, Valuation
Education
Adelphi University 1992 — 1994
MBA, Finance and Investments
Hartwick College 1984 — 1988
BA, Management
J.P. Morgan Asset Management 2014 - Present
J.P. Morgan 2007 - 2014
Goldman Sachs Asset Management 2004 - 2007
JPMorgan Chase 1994 - 2004
Chase Manhattan Bank 1988 - 1994
Skills
Investments, Portfolio Management, Asset Allocation, Alternative Investments, Derivatives, Hedge Funds, Bloomberg, Securities, Risk Management, Mutual Funds, Asset Managment, Private Equity, Series 63, Banking, Series 7, Valuation
Education
Adelphi University 1992 — 1994
MBA, Finance and Investments
Hartwick College 1984 — 1988
BA, Management
Edwin M Reyes's J.P. Morgan Asset Management Experience December 2014 - Present
Job Global Wealth Management Financial Planning & Analysis
Industry Banking
Experience
J.P. Morgan Asset Management December 2014 - Present
Morgan Stanley January 2009 - December 2014
Citi - Smith Barney September 2006 - January 2009
Oracle Service Inc, Accounting Firm January 2006 - August 2006
Williams Lea Corporate Information SolutionsContracted by Goldman Sachs New York Group April 2005 - January 2006
El Impulso News January 2002 - July 2003
Skills
Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Mutual Funds, Securities, Financial Modeling, Alternative Investments, Asset Management, Financial Analysis, Series 7, Investment Advisory, Financial Services, Asset Allocation, Corporate Finance, Forecasting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Finance
Investment Banking Institute
Financial Modeling and Valuation
Columbia University
English as a Second Language., English Language and Literature/Letters
Yacambu University
Bachelor's degree, Public Accounting
J.P. Morgan Asset Management December 2014 - Present
Morgan Stanley January 2009 - December 2014
Citi - Smith Barney September 2006 - January 2009
Oracle Service Inc, Accounting Firm January 2006 - August 2006
Williams Lea Corporate Information SolutionsContracted by Goldman Sachs New York Group April 2005 - January 2006
El Impulso News January 2002 - July 2003
Skills
Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Mutual Funds, Securities, Financial Modeling, Alternative Investments, Asset Management, Financial Analysis, Series 7, Investment Advisory, Financial Services, Asset Allocation, Corporate Finance, Forecasting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Finance
Investment Banking Institute
Financial Modeling and Valuation
Columbia University
English as a Second Language., English Language and Literature/Letters
Yacambu University
Bachelor's degree, Public Accounting
Andrea Lisher's J.P. Morgan Asset Management Experience May 2011 - Present
Job Managing Director, JPMorgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2011 - Present
JPMorgan Asset Management July 1996 - Present
JP Morgan 1996 - 2009
Snowball.com 1999 - 2001
Skills
Hedge Funds, Asset Managment, Equities, Alternative Investments, Fixed Income, Series 7, Investments, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
Marketing
J.P. Morgan Asset Management May 2011 - Present
JPMorgan Asset Management July 1996 - Present
JP Morgan 1996 - 2009
Snowball.com 1999 - 2001
Skills
Hedge Funds, Asset Managment, Equities, Alternative Investments, Fixed Income, Series 7, Investments, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
Marketing
Maribeth Rahe's J.P. Morgan Asset Management Experience 1985 - 1988
Job President & CEO at Fort Washington Investment Advisors
Industry Financial Services
Experience
Fort Washington Investment Advisors 2003 - Present
US Trust Company of New York July 1997 - September 2002
The Harris Bank of Chicago 1994 - 1997
J.P. Morgan Asset Management 1985 - 1988
Morgan Guaranty Trust of New York 1980 - 1984
The Harris Bank of Chicago 1974 - 1980
Skills
Strategic Planning, Investments, Portfolio Management, Business Strategy, Due Diligence, Banking, Executive Management
Education
Thunderbird School of Global Management 1973 — 1974
M.B.A. with honors, International Finance
The Ohio State University 1970 — 1972
Completed hours for Ph.D., Romance Languages, Literatures, and Linguistics
Bowling Green State University 1966 — 1970
Bachelor of Arts (B.A.), Romance Languages and Business
Fort Washington Investment Advisors 2003 - Present
US Trust Company of New York July 1997 - September 2002
The Harris Bank of Chicago 1994 - 1997
J.P. Morgan Asset Management 1985 - 1988
Morgan Guaranty Trust of New York 1980 - 1984
The Harris Bank of Chicago 1974 - 1980
Skills
Strategic Planning, Investments, Portfolio Management, Business Strategy, Due Diligence, Banking, Executive Management
Education
Thunderbird School of Global Management 1973 — 1974
M.B.A. with honors, International Finance
The Ohio State University 1970 — 1972
Completed hours for Ph.D., Romance Languages, Literatures, and Linguistics
Bowling Green State University 1966 — 1970
Bachelor of Arts (B.A.), Romance Languages and Business
Deborah Markus's J.P. Morgan Asset Management Experience 1997 - 2004
Job Director of Business Development & Strategy at Kicking + Screening
Industry Financial Services
Experience
SPM, LLC. January 2012 - Present
Kicking + Screening February 2014 - Present
Columbus Advisors January 2009 - Present
The Gerson Group October 2005 - December 2008
Russell Reynolds Associates April 2004 - October 2006
J.P. Morgan Asset Management 1997 - 2004
Montgomery Securities 1995 - 1997
Hoefer & Arnett, Inc. 1995 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Management, Fixed Income, Strategy, Financial Services, Equities, Mergers & Acquisitions, financial services..., career advising
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance, Marketing
Binghamton University
SPM, LLC. January 2012 - Present
Kicking + Screening February 2014 - Present
Columbus Advisors January 2009 - Present
The Gerson Group October 2005 - December 2008
Russell Reynolds Associates April 2004 - October 2006
J.P. Morgan Asset Management 1997 - 2004
Montgomery Securities 1995 - 1997
Hoefer & Arnett, Inc. 1995 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Management, Fixed Income, Strategy, Financial Services, Equities, Mergers & Acquisitions, financial services..., career advising
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance, Marketing
Binghamton University
John J. Kent's J.P. Morgan Asset Management Experience October 1997 - October 1999
Job VP Global Market Data Operations
Industry Information Technology and Services
Experience
Citi October 2012 - Present
Citi October 2012 - January 2014
JPMorgan Chase June 2010 - April 2012
Macquarie Holdings July 2008 - May 2010
Deutsche Bank November 2002 - June 2008
Citi November 2000 - November 2001
National Discount Brokers October 1999 - November 2000
J.P. Morgan Asset Management October 1997 - October 1999
Skills
Market Data, Contract Management, Invoice Processing, SAP, Business Process..., Procurement, Vendor Management, Analytics, Social Media, Management, Financial Markets, Exchange Connectivity, Bloomberg, Fixed Income, Equities, Financial Services, FITS, MDM, INFOmatch, BAMS, EMRS, DACS, BMDS, Inventory Management, DART, Telecom Expense..., Business Management, Capital Markets, Trading Systems, Electronic Trading, Business Analysis, Derivatives, Investment Banking
Education
Alfred University
State University of New York at Farmingdale
Citi October 2012 - Present
Citi October 2012 - January 2014
JPMorgan Chase June 2010 - April 2012
Macquarie Holdings July 2008 - May 2010
Deutsche Bank November 2002 - June 2008
Citi November 2000 - November 2001
National Discount Brokers October 1999 - November 2000
J.P. Morgan Asset Management October 1997 - October 1999
Skills
Market Data, Contract Management, Invoice Processing, SAP, Business Process..., Procurement, Vendor Management, Analytics, Social Media, Management, Financial Markets, Exchange Connectivity, Bloomberg, Fixed Income, Equities, Financial Services, FITS, MDM, INFOmatch, BAMS, EMRS, DACS, BMDS, Inventory Management, DART, Telecom Expense..., Business Management, Capital Markets, Trading Systems, Electronic Trading, Business Analysis, Derivatives, Investment Banking
Education
Alfred University
State University of New York at Farmingdale
Suren Nandakumar's J.P. Morgan Asset Management Experience January 2015 - Present
Job Associate at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management January 2015 - Present
Deutsche Bank August 2013 - January 2015
Credit Suisse March 2012 - August 2013
Credit Suisse First Boston June 2010 - March 2012
Ektron June 2007 - June 2010
Skills
C#, WPF, WCF, Microsoft SQL Server, Oracle, JavaScript, XML, ASP.NET, Web Applications, CSS, Databases, VB.NET, Software Development, HTML, Agile Methodologies, Infragistics, DevExpress Controls
Education
University of Kentucky 2005 — 2007
M.S, Computer Science
Anna University 2001 — 2005
B.E., Computer Science
J.P. Morgan Asset Management January 2015 - Present
Deutsche Bank August 2013 - January 2015
Credit Suisse March 2012 - August 2013
Credit Suisse First Boston June 2010 - March 2012
Ektron June 2007 - June 2010
Skills
C#, WPF, WCF, Microsoft SQL Server, Oracle, JavaScript, XML, ASP.NET, Web Applications, CSS, Databases, VB.NET, Software Development, HTML, Agile Methodologies, Infragistics, DevExpress Controls
Education
University of Kentucky 2005 — 2007
M.S, Computer Science
Anna University 2001 — 2005
B.E., Computer Science
Bart Ballinger's J.P. Morgan Asset Management Experience 2009 - September 2014
Job Director, Intermediary Relations at EMPOWER Retirement
Industry Investment Management
Experience
EMPOWER Retirement September 2014 - Present
J.P. Morgan Asset Management 2009 - September 2014
Wells Fargo 2000 - 2009
Skills
Asset Managment, Equities, Mutual Funds, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Retirement Planning, Retirement, Investment Management, Wealth Management, Alternative Investments, Portfolio Management, 401k, Pensions, Employee Benefits, Banking, Defined Benefit, Retirement Plan..., Asset Management
Education
California State University-Chico
Bachelor of Applied Science (B.A.Sc.), Business Administration and Industrial Relations
EMPOWER Retirement September 2014 - Present
J.P. Morgan Asset Management 2009 - September 2014
Wells Fargo 2000 - 2009
Skills
Asset Managment, Equities, Mutual Funds, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Retirement Planning, Retirement, Investment Management, Wealth Management, Alternative Investments, Portfolio Management, 401k, Pensions, Employee Benefits, Banking, Defined Benefit, Retirement Plan..., Asset Management
Education
California State University-Chico
Bachelor of Applied Science (B.A.Sc.), Business Administration and Industrial Relations
Erin Correale's J.P. Morgan Asset Management Experience May 2014 - Present
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2014 - Present
Sanctuary for Families June 2012 - Present
UBS Financial Services Inc. December 2008 - April 2014
UBS Wealth Management August 2007 - December 2008
UBS Financial Services Inc. May 2005 - August 2007
UBS Financial Services Inc. January 2004 - May 2005
Bryan Cave LLP September 2000 - December 2003
Skills
Litigation, Compliance, Arbitration, Dispute Resolution, Mediation, Pro Bono Program..., Broker Dealer Regulation, Risk Management, Legal Issues, Legal Advice, Financial Regulation, Broker-Dealer, Securities Litigation, Securities Regulation, Commercial Litigation, Legal Writing, Legal Compliance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
JD, Magna Cum Laude, Law
City University of New York City College 1993 — 1997
BA, Summa Cum Laude, Urban Legal Studies
J.P. Morgan Asset Management May 2014 - Present
Sanctuary for Families June 2012 - Present
UBS Financial Services Inc. December 2008 - April 2014
UBS Wealth Management August 2007 - December 2008
UBS Financial Services Inc. May 2005 - August 2007
UBS Financial Services Inc. January 2004 - May 2005
Bryan Cave LLP September 2000 - December 2003
Skills
Litigation, Compliance, Arbitration, Dispute Resolution, Mediation, Pro Bono Program..., Broker Dealer Regulation, Risk Management, Legal Issues, Legal Advice, Financial Regulation, Broker-Dealer, Securities Litigation, Securities Regulation, Commercial Litigation, Legal Writing, Legal Compliance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
JD, Magna Cum Laude, Law
City University of New York City College 1993 — 1997
BA, Summa Cum Laude, Urban Legal Studies
Jeff Sun, CFA's J.P. Morgan Asset Management Experience July 2009 - March 2015
Job Quantitative Researcher at QS Investors, LLC
Industry Financial Services
Experience
QS Investors, LLC September 2015 - Present
Credit Suisse March 2015 - September 2015
J.P. Morgan Asset Management July 2009 - March 2015
Skills
VBA, Quantitative Analytics, Financial Modeling, Quantitative Research, Asset Allocation, Portfolio Management, MATLAB, Python, SQL, Valuation
Education
Boston College 2005 — 2009
BA, Economics, Mathematics, 3.86
QS Investors, LLC September 2015 - Present
Credit Suisse March 2015 - September 2015
J.P. Morgan Asset Management July 2009 - March 2015
Skills
VBA, Quantitative Analytics, Financial Modeling, Quantitative Research, Asset Allocation, Portfolio Management, MATLAB, Python, SQL, Valuation
Education
Boston College 2005 — 2009
BA, Economics, Mathematics, 3.86
Nanette Buziak's J.P. Morgan Asset Management Experience March 1997 - February 2005
Job Managing Director; Head of Equities Trading at Voya Investment Management
Industry Financial Services
Experience
ING Investment Management February 2005 - Present
Voya Investment Management February 2005 - Present
J.P. Morgan Asset Management March 1997 - February 2005
JP Morgan 1997 - 2005
First Marathon America, Inc. January 1994 - March 1997
Bear Stearns June 1993 - January 1994
Skills
Equities, Electronic Trading, Series 7, Series 55, Series 3, Portfolio Management, Portfolio Optimization, Equity Capital Markets, Securities, Bloomberg, Derivatives, FINRA, Equity Trading, Fixed Income, Trading, Hedge Funds, Options, Asset Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Series 63, Financial Markets, Equity Research
Education
Bryant University 1989 — 1993
BBA, Applied Actuarial Mathematics
Bryant University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Actuarial Mathematics
ING Investment Management February 2005 - Present
Voya Investment Management February 2005 - Present
J.P. Morgan Asset Management March 1997 - February 2005
JP Morgan 1997 - 2005
First Marathon America, Inc. January 1994 - March 1997
Bear Stearns June 1993 - January 1994
Skills
Equities, Electronic Trading, Series 7, Series 55, Series 3, Portfolio Management, Portfolio Optimization, Equity Capital Markets, Securities, Bloomberg, Derivatives, FINRA, Equity Trading, Fixed Income, Trading, Hedge Funds, Options, Asset Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Series 63, Financial Markets, Equity Research
Education
Bryant University 1989 — 1993
BBA, Applied Actuarial Mathematics
Bryant University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Actuarial Mathematics
Adam Maloney, CFA's J.P. Morgan Asset Management Experience July 2009 - March 2015
Job Director of Business Development and Investor Relations at Elementum Advisors
Industry Investment Management
Experience
Elementum Advisors March 2015 - Present
J.P. Morgan Asset Management July 2009 - March 2015
J.P. Morgan Asset Management July 2006 - July 2009
Travelers June 2005 - July 2006
Skills
Portfolio Management, Alternative Investments, Equity Research Analysis, Agricultural Research, Commodity, Due Diligence, Client-focused, Hedge Funds, Financial Modeling, Fixed Income, Bloomberg, Valuation
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Finance
Elementum Advisors March 2015 - Present
J.P. Morgan Asset Management July 2009 - March 2015
J.P. Morgan Asset Management July 2006 - July 2009
Travelers June 2005 - July 2006
Skills
Portfolio Management, Alternative Investments, Equity Research Analysis, Agricultural Research, Commodity, Due Diligence, Client-focused, Hedge Funds, Financial Modeling, Fixed Income, Bloomberg, Valuation
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Finance
Matthew Constancio's J.P. Morgan Asset Management Experience April 2011 - Present
Job Compliance Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2011 - Present
J.P. Morgan Asset Management September 2009 - April 2011
J.P. Morgan Asset Management August 2004 - January 2009
Bank One – Private Client Services April 2002 - August 2004
Banc One Investment Advisors Corporation August 2001 - April 2002
Banc One Investment Advisors Corporation September 1998 - August 2001
BISYS Fund Services April 1997 - September 1998
BISYS Fund Services November 1996 - April 1997
Payden & Rygel Investment Group February 1995 - November 1996
Skills
Investments, Asset Management, Equities, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts
J.P. Morgan Asset Management April 2011 - Present
J.P. Morgan Asset Management September 2009 - April 2011
J.P. Morgan Asset Management August 2004 - January 2009
Bank One – Private Client Services April 2002 - August 2004
Banc One Investment Advisors Corporation August 2001 - April 2002
Banc One Investment Advisors Corporation September 1998 - August 2001
BISYS Fund Services April 1997 - September 1998
BISYS Fund Services November 1996 - April 1997
Payden & Rygel Investment Group February 1995 - November 1996
Skills
Investments, Asset Management, Equities, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts
Dan Genn, CFA's J.P. Morgan Asset Management Experience August 2012 - June 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan Asset Management August 2012 - June 2014
J.P. Morgan July 2011 - August 2012
JPMorgan Chase June 2010 - August 2010
U.S. Treasury Inspector General for Tax Administration August 2009 - May 2010
Skills
Valuation, Financial Modeling, Financial Analysis, DCF, Derivatives, Portfolio Management, Microsoft Excel
Education
American University 2007 — 2010
Bachelor of Science in Business Administration (BSBA), Finance
J.P. Morgan June 2014 - Present
J.P. Morgan Asset Management August 2012 - June 2014
J.P. Morgan July 2011 - August 2012
JPMorgan Chase June 2010 - August 2010
U.S. Treasury Inspector General for Tax Administration August 2009 - May 2010
Skills
Valuation, Financial Modeling, Financial Analysis, DCF, Derivatives, Portfolio Management, Microsoft Excel
Education
American University 2007 — 2010
Bachelor of Science in Business Administration (BSBA), Finance
Camryn McGinnis's J.P. Morgan Asset Management Experience January 2013 - Present
Job Capital Advisory Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2013 - Present
JPMorgan Chase July 2011 - January 2013
JP Morgan Chase June 2010 - August 2010
Cape Cod Baseball League June 2009 - August 2009
New England Home March 2009 - May 2009
Skills
Financial Analysis, Equities, Investments, Microsoft Excel, PowerPoint, Bloomberg Terminal, Securities
Education
Boston College 2007 — 2011
Bachelor's degree, Economics, Communications
J.P. Morgan Asset Management January 2013 - Present
JPMorgan Chase July 2011 - January 2013
JP Morgan Chase June 2010 - August 2010
Cape Cod Baseball League June 2009 - August 2009
New England Home March 2009 - May 2009
Skills
Financial Analysis, Equities, Investments, Microsoft Excel, PowerPoint, Bloomberg Terminal, Securities
Education
Boston College 2007 — 2011
Bachelor's degree, Economics, Communications
Claire Piantidosi's J.P. Morgan Asset Management Experience August 2010 - March 2014
Job Director, Corporate Marketing at Tishman Speyer
Industry Marketing and Advertising
Experience
Tishman Speyer March 2014 - Present
J.P. Morgan Asset Management August 2010 - March 2014
Deloitte December 2008 - July 2010
Merrill Lynch 2007 - 2008
Hill Holliday January 2005 - February 2006
Skills
Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Competitive Analysis, Social Media Marketing, Market Research, Direct Marketing, Strategy, Analytics, Financial Services, Advertising, Digital Strategy, Email Marketing, Business Strategy, Segmentation, Social Media
Education
UNSW Australia 2006 — 2007
Masters, Marketing
Boston College 1999 — 2003
Tishman Speyer March 2014 - Present
J.P. Morgan Asset Management August 2010 - March 2014
Deloitte December 2008 - July 2010
Merrill Lynch 2007 - 2008
Hill Holliday January 2005 - February 2006
Skills
Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Competitive Analysis, Social Media Marketing, Market Research, Direct Marketing, Strategy, Analytics, Financial Services, Advertising, Digital Strategy, Email Marketing, Business Strategy, Segmentation, Social Media
Education
UNSW Australia 2006 — 2007
Masters, Marketing
Boston College 1999 — 2003
Melissa Walker's J.P. Morgan Asset Management Experience April 2010 - August 2012
Job Vice President at BlackRock
Industry Law Practice
Experience
BlackRock July 2012 - Present
J.P. Morgan Asset Management April 2010 - August 2012
Stagg, Terenzi, Confusione & Wabnik LLP August 2009 - April 2010
UBS Wealth Management June 2008 - August 2008
Education
Brooklyn Law School 2005 — 2008
JD
Tufts University 2001 — 2005
B.A., Political Science
American University
BlackRock July 2012 - Present
J.P. Morgan Asset Management April 2010 - August 2012
Stagg, Terenzi, Confusione & Wabnik LLP August 2009 - April 2010
UBS Wealth Management June 2008 - August 2008
Education
Brooklyn Law School 2005 — 2008
JD
Tufts University 2001 — 2005
B.A., Political Science
American University
Chloe Etsekson's J.P. Morgan Asset Management Experience August 2015 - Present
Job Vice President, Media Relations at J.P. Morgan Asset Management
Industry Public Relations and Communications
Experience
J.P. Morgan Asset Management August 2015 - Present
Dukas Public Relations November 2014 - July 2015
Dukas Public Relations August 2013 - November 2014
Dukas Public Relations July 2012 - August 2013
VennSquared Communications f/k/a Blue Line Strategic Communications August 2011 - November 2011
Blue Line Strategic Communications October 2010 - August 2011
U.S. Senator Maria Cantwell June 2010 - October 2010
U.S. Senator Maria Cantwell 2010 - 2010
WHDH-TV January 2009 - May 2009
Skills
Media Relations, Strategic Communications, Crisis Communications, Press Releases, Public Relations, Corporate Communications, Publishing, Integrated Marketing, Message Development, Reputation Management, Public Affairs, Publicity, Cision, Internal Communications
Education
Boston University 2005 — 2009
Bachelor, Journalism
Mercer Island High School 2001 — 2005
Alexander Muss High School in Israel (AMHSI)
Spring 2004
J.P. Morgan Asset Management August 2015 - Present
Dukas Public Relations November 2014 - July 2015
Dukas Public Relations August 2013 - November 2014
Dukas Public Relations July 2012 - August 2013
VennSquared Communications f/k/a Blue Line Strategic Communications August 2011 - November 2011
Blue Line Strategic Communications October 2010 - August 2011
U.S. Senator Maria Cantwell June 2010 - October 2010
U.S. Senator Maria Cantwell 2010 - 2010
WHDH-TV January 2009 - May 2009
Skills
Media Relations, Strategic Communications, Crisis Communications, Press Releases, Public Relations, Corporate Communications, Publishing, Integrated Marketing, Message Development, Reputation Management, Public Affairs, Publicity, Cision, Internal Communications
Education
Boston University 2005 — 2009
Bachelor, Journalism
Mercer Island High School 2001 — 2005
Alexander Muss High School in Israel (AMHSI)
Spring 2004
W Janet Dougherty, CFA's J.P. Morgan Asset Management Experience July 2003 - Present
Job at J.P. Morgan Private Banking
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2003 - Present
Lehman Brothers 2001 - 2003
Skills
Valuation, Corporate Finance, Investment Banking, Capital Markets, Investments, Equities, Private Equity, Portfolio Management, Hedge Funds, Wealth Management, Asset Management, Financial Modeling, Fixed Income
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
Barnard College, Columbia University
BA, Chemistry
J.P. Morgan Asset Management July 2003 - Present
Lehman Brothers 2001 - 2003
Skills
Valuation, Corporate Finance, Investment Banking, Capital Markets, Investments, Equities, Private Equity, Portfolio Management, Hedge Funds, Wealth Management, Asset Management, Financial Modeling, Fixed Income
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
Barnard College, Columbia University
BA, Chemistry
Stephen Grillo's J.P. Morgan Asset Management Experience April 2015 - Present
Job Investment Assistant at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
Goldman Sachs April 2014 - April 2015
AllianceBernstein L.P June 2000 - November 2013
Value Line, Inc. September 1999 - May 2000
Skills
Equities, Fixed Income, Investments, Series 7, Corporate Governance, Risk Management, Capital Markets, Mutual Funds, Management
Education
City University of New York-Baruch College 2010 — 2012
Master of Public Administration (MPA)
Iona College 1996 — 2000
BBA, Finance
New York University
J.P. Morgan Asset Management April 2015 - Present
Goldman Sachs April 2014 - April 2015
AllianceBernstein L.P June 2000 - November 2013
Value Line, Inc. September 1999 - May 2000
Skills
Equities, Fixed Income, Investments, Series 7, Corporate Governance, Risk Management, Capital Markets, Mutual Funds, Management
Education
City University of New York-Baruch College 2010 — 2012
Master of Public Administration (MPA)
Iona College 1996 — 2000
BBA, Finance
New York University
Cassandra Puhalla's J.P. Morgan Asset Management Experience July 2014 - Present
Job Associate
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Private Bank July 2011 - July 2014
J.P. Morgan Private Bank June 2010 - August 2010
Deepwater Wind June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Bloomberg, Analysis, Series 7, Series 63, Corporate Finance
Education
Brown University 2007 — 2011
Bachelor of Arts, Commerce, Organizations, & Entrepreneurship
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Private Bank July 2011 - July 2014
J.P. Morgan Private Bank June 2010 - August 2010
Deepwater Wind June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Bloomberg, Analysis, Series 7, Series 63, Corporate Finance
Education
Brown University 2007 — 2011
Bachelor of Arts, Commerce, Organizations, & Entrepreneurship
Vinod Shamasundar's J.P. Morgan Asset Management Experience September 2014 - Present
Job Java Big Data Architect
Industry Banking
Experience
J.P. Morgan Asset Management September 2014 - Present
Financial Industry Regulatory Authority (FINRA) May 2013 - September 2014
Pacific Global Advisors LLC August 2011 - May 2013
J P Morgan Chase May 2007 - July 2011
Aris Global 2002 - 2004
Skills
Hadoop, Apache Storm, HBase, Phoenix, Apache Kafka, Java, Java Enterprise Edition, SOA, Agile Methodologies, PL/SQL, Core Java, SDLC, Sun Certified Java..., Scrum, XML, SQL, JMS, Spring, Hibernate, Maven, Oozie, JAXB, HDFS
Education
BITS Pilani 2003 — 2006
Master of Science (MS), Software Systems
J.P. Morgan Asset Management September 2014 - Present
Financial Industry Regulatory Authority (FINRA) May 2013 - September 2014
Pacific Global Advisors LLC August 2011 - May 2013
J P Morgan Chase May 2007 - July 2011
Aris Global 2002 - 2004
Skills
Hadoop, Apache Storm, HBase, Phoenix, Apache Kafka, Java, Java Enterprise Edition, SOA, Agile Methodologies, PL/SQL, Core Java, SDLC, Sun Certified Java..., Scrum, XML, SQL, JMS, Spring, Hibernate, Maven, Oozie, JAXB, HDFS
Education
BITS Pilani 2003 — 2006
Master of Science (MS), Software Systems
Brian Bovino's J.P. Morgan Asset Management Experience September 2014 - July 2015
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
JPMorgan Investment Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - July 2015
J.P. Morgan Private Bank August 2013 - September 2014
JP Morgan Asset Management July 2011 - July 2013
The Boston Consulting Group August 2010 - May 2011
JP Morgan June 2010 - August 2010
Kappa Sigma Fraternity October 2008 - June 2010
The Boston Consulting Group August 2009 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Problem Solving, Teamwork, Hard Worker, Series 7, Series 63
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing and Liberal Studies Major of Media and Culture
Northern Highlands Regional High School 2003 — 2007
JPMorgan Investment Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - July 2015
J.P. Morgan Private Bank August 2013 - September 2014
JP Morgan Asset Management July 2011 - July 2013
The Boston Consulting Group August 2010 - May 2011
JP Morgan June 2010 - August 2010
Kappa Sigma Fraternity October 2008 - June 2010
The Boston Consulting Group August 2009 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Problem Solving, Teamwork, Hard Worker, Series 7, Series 63
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing and Liberal Studies Major of Media and Culture
Northern Highlands Regional High School 2003 — 2007
Haini Cui's J.P. Morgan Asset Management Experience December 2014 - Present
Job Fund Controller at J.P. Morgan Asset Management
Industry Accounting
Experience
J.P. Morgan Asset Management December 2014 - Present
Deloitte August 2013 - December 2014
Deloitte January 2011 - August 2013
Deloitte Tax LLP October 2006 - December 2010
Skills
Auditing, Hedge Funds, Private Equity, Financial Services, Financial Reporting, US GAAP, Internal Controls, Financial Analysis, Financial Modeling, CPA, GAAP, SEC filings, Due Diligence, IFRS, Sarbanes-Oxley Act
Education
Boston College
Master of Science, Accounting
Shanghai Jiao Tong University 2001 — 2005
Bachelor, Business Administration
City University of Hong Kong
Exchange Program, Business Administration
J.P. Morgan Asset Management December 2014 - Present
Deloitte August 2013 - December 2014
Deloitte January 2011 - August 2013
Deloitte Tax LLP October 2006 - December 2010
Skills
Auditing, Hedge Funds, Private Equity, Financial Services, Financial Reporting, US GAAP, Internal Controls, Financial Analysis, Financial Modeling, CPA, GAAP, SEC filings, Due Diligence, IFRS, Sarbanes-Oxley Act
Education
Boston College
Master of Science, Accounting
Shanghai Jiao Tong University 2001 — 2005
Bachelor, Business Administration
City University of Hong Kong
Exchange Program, Business Administration
Joseph Tramazzo's J.P. Morgan Asset Management Experience February 2007 - Present
Job Managing Director Client Advisor, J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2007 - Present
J.P. Morgan 2007 - 2014
Managers Investment Group September 2003 - February 2007
AllianceBernstein 1999 - 2003
Mentor Investment Group November 1998 - July 1999
Mainstay Asset Management 1996 - 1998
Skills
Asset Managment, Mutual Funds, Alternative Investments, Asset Management, Equities, Estate Planning, Fixed Income, Investments, Mergers, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
BA, Finance and marketing
St. Thomas Aquinas High
J.P. Morgan Asset Management February 2007 - Present
J.P. Morgan 2007 - 2014
Managers Investment Group September 2003 - February 2007
AllianceBernstein 1999 - 2003
Mentor Investment Group November 1998 - July 1999
Mainstay Asset Management 1996 - 1998
Skills
Asset Managment, Mutual Funds, Alternative Investments, Asset Management, Equities, Estate Planning, Fixed Income, Investments, Mergers, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
BA, Finance and marketing
St. Thomas Aquinas High
Chongwu Du's J.P. Morgan Asset Management Experience July 2013 - Present
Job Quantitative Research Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management May 2012 - August 2012
HighVista Strategies January 2012 - January 2012
Education
Brown University 2008 — 2013
B.Sc./B.A., Applied Mathematics/Economics
Shanghai Foreign Language School 2001 — 2008
J.P. Morgan Asset Management July 2013 - Present
J.P. Morgan Asset Management May 2012 - August 2012
HighVista Strategies January 2012 - January 2012
Education
Brown University 2008 — 2013
B.Sc./B.A., Applied Mathematics/Economics
Shanghai Foreign Language School 2001 — 2008
Coralie Crumb's J.P. Morgan Asset Management Experience January 2015 - Present
Job Operational Support Specialist at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
JPMorgan Chase November 2013 - Present
JPMorgan Chase April 2012 - November 2013
Merrell Footwear August 2011 - April 2012
Lindt & Sprungli September 2010 - October 2011
U.S. Census Bureau February 2010 - September 2010
Kmart Corporation December 2006 - May 2007
U.S. Coast Guard August 2001 - January 2006
Skills
Data Entry, Project Management, Administration, Inventory, Customer Service, Microsoft Office, Sales, Microsoft Excel, Team Building, PowerPoint, Training, Microsoft Word, Strategic Planning, Outlook, Management, Inventory Management, Government, Retail, Quality Assurance, Problem Solving, Close Attention to..., Quick Learner, Payroll, Supervisory Skills, Analysis, Process Improvement, Administrative Work, Leadership, Banking, Financial Analysis, Risk Management, Program Management, Public Speaking, Time Management
Education
University of Phoenix 2012 — 2015
Bachelor of Arts (BA), English Language and Literature, General
Art Institute of Pittsburgh 2009 — 2012
BA, Web Design and Interactive Media
J.P. Morgan Asset Management January 2015 - Present
JPMorgan Chase November 2013 - Present
JPMorgan Chase April 2012 - November 2013
Merrell Footwear August 2011 - April 2012
Lindt & Sprungli September 2010 - October 2011
U.S. Census Bureau February 2010 - September 2010
Kmart Corporation December 2006 - May 2007
U.S. Coast Guard August 2001 - January 2006
Skills
Data Entry, Project Management, Administration, Inventory, Customer Service, Microsoft Office, Sales, Microsoft Excel, Team Building, PowerPoint, Training, Microsoft Word, Strategic Planning, Outlook, Management, Inventory Management, Government, Retail, Quality Assurance, Problem Solving, Close Attention to..., Quick Learner, Payroll, Supervisory Skills, Analysis, Process Improvement, Administrative Work, Leadership, Banking, Financial Analysis, Risk Management, Program Management, Public Speaking, Time Management
Education
University of Phoenix 2012 — 2015
Bachelor of Arts (BA), English Language and Literature, General
Art Institute of Pittsburgh 2009 — 2012
BA, Web Design and Interactive Media
Angela Chin's J.P. Morgan Asset Management Experience January 2008 - July 2012
Job Financial Reporting Anlyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - Present
J.P. Morgan January 2012 - August 2013
J.P. Morgan Asset Management January 2008 - July 2012
Skills
Fund Accounting, Cash, Corporate Actions, Hedge Funds, Bloomberg, Accounting, Equities
Education
Babson College 1997 — 2001
Bachelor of Science, Management, Finance
Brown Brothers Harriman August 2013 - Present
J.P. Morgan January 2012 - August 2013
J.P. Morgan Asset Management January 2008 - July 2012
Skills
Fund Accounting, Cash, Corporate Actions, Hedge Funds, Bloomberg, Accounting, Equities
Education
Babson College 1997 — 2001
Bachelor of Science, Management, Finance
Galib Khan's J.P. Morgan Asset Management Experience August 2014 - Present
Job AVP at JPMorgan Chase
Industry Accounting
Experience
J.P. Morgan Asset Management August 2014 - Present
AIG November 2013 - February 2015
AIG April 2010 - November 2013
Riverstone Holdings July 2008 - June 2009
KPMG LLP September 2006 - June 2008
Skills
Audit, Internal Audit, SOX, Internal Controls, Auditing
Education
City University of New York-Baruch College
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Accounting
J.P. Morgan Asset Management August 2014 - Present
AIG November 2013 - February 2015
AIG April 2010 - November 2013
Riverstone Holdings July 2008 - June 2009
KPMG LLP September 2006 - June 2008
Skills
Audit, Internal Audit, SOX, Internal Controls, Auditing
Education
City University of New York-Baruch College
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Accounting
Sabeen Mukhtar's J.P. Morgan Asset Management Experience August 2014 - Present
Job Client Onboarding Associate
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Nordea May 2013 - December 2013
Societe Generale Corporate and Investment Banking - SGCIB February 2013 - May 2013
Barclays Investment Bank July 2011 - October 2011
BNY Mellon June 2006 - July 2011
Skills
MS Office Suite, Goldtier, Mantas, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Securities, Microsoft Office, Banking, Financial Risk, Financial Institutions, Financial Services, Fraud, Hedge Funds, Asset Management, OFAC, Anti Money Laundering
Education
City University of New York-John Jay College of Criminal Justice 2013 — 2015
Master's of Public Administration, Oversight & Investigations
Baruch College 2007 — 2012
BA, Corp. Comm & Political Science (Double Major)
Baruch College 1998 — 2003
BBA, Operations Management
J.P. Morgan Asset Management August 2014 - Present
Nordea May 2013 - December 2013
Societe Generale Corporate and Investment Banking - SGCIB February 2013 - May 2013
Barclays Investment Bank July 2011 - October 2011
BNY Mellon June 2006 - July 2011
Skills
MS Office Suite, Goldtier, Mantas, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Securities, Microsoft Office, Banking, Financial Risk, Financial Institutions, Financial Services, Fraud, Hedge Funds, Asset Management, OFAC, Anti Money Laundering
Education
City University of New York-John Jay College of Criminal Justice 2013 — 2015
Master's of Public Administration, Oversight & Investigations
Baruch College 2007 — 2012
BA, Corp. Comm & Political Science (Double Major)
Baruch College 1998 — 2003
BBA, Operations Management
Navdeep Saini's J.P. Morgan Asset Management Experience August 2015 - Present
Job Portfolio Implementation Associate, MultiAsset Solutions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2012 - August 2015
Diesel August 2011 - December 2011
Skills
advanced microsoft excel, Salesforce.com, SAP, Lotus Notes, Fixed Income, Alternative Investments, Fund Of Funds, Mutual Funds, Equities, Investment Performance
Education
City University of New York-Baruch College 2008 — 2012
BBA, Accountancy
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2012 - August 2015
Diesel August 2011 - December 2011
Skills
advanced microsoft excel, Salesforce.com, SAP, Lotus Notes, Fixed Income, Alternative Investments, Fund Of Funds, Mutual Funds, Equities, Investment Performance
Education
City University of New York-Baruch College 2008 — 2012
BBA, Accountancy
Karen Kwon's J.P. Morgan Asset Management Experience July 2006 - May 2009
Job Investor Relations
Industry Investment Management
Experience
Schroders May 2009 - Present
J.P. Morgan Asset Management July 2006 - May 2009
Skills
Financial Modeling, Valuation, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Schroders May 2009 - Present
J.P. Morgan Asset Management July 2006 - May 2009
Skills
Financial Modeling, Valuation, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Guy-Philippe Goth, MBA's J.P. Morgan Asset Management Experience August 2015 - Present
Job Finance Professional
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2015 - Present
Robert Half Finance & Accounting June 2014 - August 2015
Gottesman Company January 2014 - May 2014
GEORGINE September 2013 - December 2013
New York University Federal Credit Union NYUFCU January 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Credit, Banking, Loans, Microsoft Word, Credit Analysis, Social Media, Consumer Lending, Commercial Banking, Team Leadership, Finance, Training, Payroll, Analysis, Accounting, Research, Leadership, Financial Modeling, Management
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (MBA), Finance and Investment
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (MBA), International Business
City University of New York City College
Bachelor of Arts (B.A.), Business Administration and Management, General
J.P. Morgan Asset Management August 2015 - Present
Robert Half Finance & Accounting June 2014 - August 2015
Gottesman Company January 2014 - May 2014
GEORGINE September 2013 - December 2013
New York University Federal Credit Union NYUFCU January 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Credit, Banking, Loans, Microsoft Word, Credit Analysis, Social Media, Consumer Lending, Commercial Banking, Team Leadership, Finance, Training, Payroll, Analysis, Accounting, Research, Leadership, Financial Modeling, Management
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (MBA), Finance and Investment
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (MBA), International Business
City University of New York City College
Bachelor of Arts (B.A.), Business Administration and Management, General
Clint Baker's J.P. Morgan Asset Management Experience July 2011 - Present
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2011 - Present
J.P. Morgan Asset Management May 2010 - August 2010
Education
Baylor University 2008 — 2011
Bachelor of Business Administration (BBA), Finance & Real Estate
J.P. Morgan Asset Management July 2011 - Present
J.P. Morgan Asset Management May 2010 - August 2010
Education
Baylor University 2008 — 2011
Bachelor of Business Administration (BBA), Finance & Real Estate
Chuck Silberstein's J.P. Morgan Asset Management Experience January 2015 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
The Boston Company Asset Management, LLC January 2006 - December 2014
Goldman Sachs September 2000 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
Albert Einstein College of Medicine of Yeshiva University 1991 — 1995
Doctor of Medicine (MD)
J.P. Morgan Asset Management January 2015 - Present
The Boston Company Asset Management, LLC January 2006 - December 2014
Goldman Sachs September 2000 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
Albert Einstein College of Medicine of Yeshiva University 1991 — 1995
Doctor of Medicine (MD)
Julian Sezer's J.P. Morgan Asset Management Experience May 2015 - Present
Job J.P. Morgan
Industry Accounting
Experience
J.P. Morgan Asset Management May 2015 - Present
MHR FUND MANAGAMENT LLC May 2014 - March 2015
Atlantis Management Group August 2013 - February 2014
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, English, Financial Accounting, Account Reconciliation, Time Management, Cost Accounting, Auditing, Research, Social Media, Public Speaking, Turkish, Customer Service, Windows, US GAAP reporting, Accounting, Financial Reporting, Internal Audit, Fund Accounting
Education
Baruch College, City University of New York (CUNY) 2011 — 2013
Bachelor's degree, Accounting
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan Asset Management May 2015 - Present
MHR FUND MANAGAMENT LLC May 2014 - March 2015
Atlantis Management Group August 2013 - February 2014
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, English, Financial Accounting, Account Reconciliation, Time Management, Cost Accounting, Auditing, Research, Social Media, Public Speaking, Turkish, Customer Service, Windows, US GAAP reporting, Accounting, Financial Reporting, Internal Audit, Fund Accounting
Education
Baruch College, City University of New York (CUNY) 2011 — 2013
Bachelor's degree, Accounting
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
nancy antwi's J.P. Morgan Asset Management Experience October 2014 - Present
Job Covenants Risk Analyst at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan Asset Management October 2014 - Present
JPMorgan Chase November 2011 - September 2014
Skills
Banking, Credit Cards, Financial Services, AML, Financial Risk, Risk Management, Retail Banking, Finance, Anti Money Laundering, Credit Risk, Portfolio Management, Analysis
Education
Ashland University
Master of Business Administration (M.B.A.), Finance, General
J.P. Morgan Asset Management October 2014 - Present
JPMorgan Chase November 2011 - September 2014
Skills
Banking, Credit Cards, Financial Services, AML, Financial Risk, Risk Management, Retail Banking, Finance, Anti Money Laundering, Credit Risk, Portfolio Management, Analysis
Education
Ashland University
Master of Business Administration (M.B.A.), Finance, General
Justin Hollman's J.P. Morgan Asset Management Experience April 2013 - Present
Job Client Service Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2013 - Present
Education
Arizona State University 2006 — 2009
Bachelor’s Degree, Interdisciplinary Studies
J.P. Morgan Asset Management April 2013 - Present
Education
Arizona State University 2006 — 2009
Bachelor’s Degree, Interdisciplinary Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY